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 |
|---|---|---|
MAHON MCKENZIE & COLSON CPAS3+ years Filed as: MAHON MCKENZIE AND COLSON CPAS LLC Service code 10 · EIN 46-3729406 | Accounting | $18,935 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,094 | $58,726+60.2% | $92,233+2.0% | $62,292+51.1% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 13.74% | 43.62%-29.9pp | 176.28%-162.5pp | 28.90%-15.2pp |
| Employer contribution / active EE | $728 | $2,392-69.5% | $3,679-80.2% | $2,042-64.3% |
| Participant deferral / active EE | $7,285 | $2,766+163.4% | $3,897+86.9% | $3,169+129.9% |
| Admin fee / account holder | $8 | $556-98.5% | $5,194-99.8% | $479-98.2% |