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 | $25,686 |
Service code 27 · EIN 42-1445429 | Advisory (Plan) | $25,386 |
HAWKINS ASH CPAS7 years Service code 10 · EIN 39-0912608 | Accounting | $7,500 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,461 | $60,323-9.7% | $81,812-33.4% | $74,495-26.9% |
| Participation rate | 93.5% | 62.9%+30.6pp | 72.3%+21.1pp | 67.2%+26.3pp |
| Annual return | 12.02% | 16.90%-4.9pp | 773.79%-761.8pp | 1364.94%-1352.9pp |
| Employer contribution / active EE | $2,335 | $2,620-10.9% | $2,912-19.8% | $2,623-11.0% |
| Participant deferral / active EE | $4,056 | $3,387+19.7% | $4,319-6.1% | $4,346-6.7% |
| Admin fee / account holder | $280 | $1,486-81.1% | $7,386-96.2% | $1,942-85.6% |