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, LLC8 years Service code 10 · EIN 83-0779411 | Accounting | $10,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $181,782 | $54,517+233.4% | $75,972+139.3% | $74,495+144.0% |
| Participation rate | 93.2% | 60.3%+32.8pp | 69.1%+24.1pp | 67.2%+26.0pp |
| Annual return | 10.98% | 31.82%-20.8pp | 359.55%-348.6pp | 1364.94%-1354.0pp |
| Employer contribution / active EE | $5,110 | $1,777+187.5% | $2,685+90.3% | $2,623+94.8% |
| Participant deferral / active EE | $7,163 | $3,066+133.6% | $4,255+68.3% | $4,346+64.8% |
| Admin fee / account holder | $54 | $2,229-97.6% | $6,467-99.2% | $1,942-97.2% |