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 |
|---|---|---|
SIKICH LLP1 year Service code 10 · EIN 36-3168081 | Accounting | $8,600 |
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 | $122,691 | $74,552+64.6% | $62,995+94.8% | $69,631+76.2% |
| Participation rate | 97.9% | 78.3%+19.6pp | 74.8%+23.1pp | 70.7%+27.2pp |
| Annual return | 13.95% | 15.77%-1.8pp | 87.57%-73.6pp | 27571.02%-27557.1pp |
| Employer contribution / active EE | $2,708 | $2,929-7.5% | $2,759-1.8% | $2,032+33.3% |
| Participant deferral / active EE | $4,612 | $2,974+55.0% | $3,329+38.5% | $3,224+43.1% |
| Admin fee / account holder | $12 | $59-79.7% | $3,600-99.7% | $110-89.1% |