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 |
|---|---|---|
HALL, MACGREGOR1 year Filed as: HALL AND COMPANY CPAS, INC. Service code 10 · EIN 11-1000111 | Accounting | $18,079 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $96,137 | $88,122+9.1% | $141,162-31.9% | $67,579+42.3% |
| Participation rate | 29.8% | 76.5%-46.7pp | 82.5%-52.7pp | 71.3%-41.5pp |
| Annual return | 19.20% | 75.40%-56.2pp | 71.39%-52.2pp | 378.56%-359.4pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $4,735-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $3,558 | $5,958-40.3% | $6,709-47.0% | $3,539+0.5% |
| Admin fee / account holder | $57 | $131-56.2% | $10,261-99.4% | $142-59.7% |