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 |
|---|---|---|
HDH ADVISORS LLC1 year Filed as: HDH ADVISORS, LLP Service code 34 · EIN 26-0734074 1601 22ND ST STE 305 · WEST DES MOINES, IA 50266 | Valuation (appraisals, etc.) | $9,500 |
MARTENS & COMPANY, CPA, LLP4+ years Service code 10 · EIN 59-3823192 4949 PLEASANT ST STE 104 · WEST DES MOINES, IA 50266 | Accounting | $8,900 |
JOE ROBERTS1 year Service code 34 · EIN 41-8880797 1422 RIVER PINE DR · COLLIERVILLE, TN 38017 | Valuation (appraisals, etc.) | $8,500 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $23,843 | $63,114-62.2% | $92,893-74.3% | $65,185-63.4% |
| Participation rate | 100.0% | 68.8%+31.2pp | 76.0%+24.0pp | 70.2%+29.8pp |
| Annual return | -7.63% | 28.75%-36.4pp | 109.41%-117.0pp | 29.38%-37.0pp |
| Employer contribution / active EE | $2,758 | $2,571+7.3% | $3,653-24.5% | $2,177+26.7% |
| Participant deferral / active EE | $0 | $3,108-100.0% | $4,236-100.0% | $3,514-100.0% |
| Admin fee / account holder | $53 | $624-91.5% | $5,794-99.1% | $847-93.8% |