See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
SACKLOW & ACOX, CPAS, LLC7 years Service code 10 · EIN 83-0779411 | Accounting | $10,000 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $199,327 | $51,045+290.5% | $70,515+182.7% | $71,457+178.9% |
| Participation rate | 97.2% | 59.4%+37.8pp | 68.3%+28.9pp | 67.9%+29.3pp |
| Annual return | 13.84% | 42.63%-28.8pp | 32.77%-18.9pp | 28.85%-15.0pp |
| Employer contribution / active EE | $5,416 | $1,790+202.5% | $2,973+82.1% | $2,588+109.3% |
| Participant deferral / active EE | $8,076 | $3,026+166.8% | $4,567+76.8% | $4,289+88.3% |
| Admin fee / account holder | $56 | $1,994-97.2% | $6,412-99.1% | $1,587-96.5% |