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 |
|---|---|---|
STOUT, CAUSEY & HORNING, P.A.1+ years Filed as: STOUT RISIUS ROSS Service code 34 · EIN 38-3003685 | Valuation (appraisals, etc.) | $17,420 |
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,592 | $70,667-0.1% | $123,104-42.7% | $52,331+34.9% |
| Participation rate | 99.5% | 83.7%+15.8pp | 86.8%+12.7pp | 68.1%+31.4pp |
| Annual return | 9.15% | 6.23%+2.9pp | 13.22%-4.1pp | 4.54%+4.6pp |
| Employer contribution / active EE | $0 | $2,946-100.0% | $5,151-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $0 | $4,493-100.0% | $6,230-100.0% | $3,022-100.0% |
| Admin fee / account holder | $89 | $506-82.5% | $9,015-99.0% | $592-85.0% |