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 |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $19,820 |
Service code 27 · EIN 42-1445429 | Advisory (Plan) | $19,176 |
HAWKINS ASH CPAS3 years Service code 10 · EIN 39-0912608 | Accounting | $5,800 |
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 | $46,300 | $66,124-30.0% | $90,404-48.8% | $73,488-37.0% |
| Participation rate | 95.0% | 69.7%+25.3pp | 72.7%+22.3pp | 70.7%+24.3pp |
| Annual return | 15.35% | 17.65%-2.3pp | 1293.02%-1277.7pp | 28.51%-13.2pp |
| Employer contribution / active EE | $1,765 | $2,346-24.8% | $3,262-45.9% | $2,270-22.3% |
| Participant deferral / active EE | $2,692 | $3,039-11.4% | $3,963-32.1% | $3,740-28.0% |
| Admin fee / account holder | $224 | $396-43.5% | $5,611-96.0% | $513-56.3% |