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, MACGREGOR2 years Filed as: HALL AND COMPANY CPAS, INC. Service code 10 · EIN 11-1000111 | Accounting | $18,245 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $113,176 | $99,957+13.2% | $149,696-24.4% | $73,488+54.0% |
| Participation rate | 33.2% | 75.7%-42.5pp | 82.5%-49.3pp | 70.7%-37.5pp |
| Annual return | 14.50% | 53.87%-39.4pp | 276.60%-262.1pp | 28.51%-14.0pp |
| Employer contribution / active EE | $0 | $3,191-100.0% | $4,644-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $3,917 | $6,073-35.5% | $6,842-42.7% | $3,740+4.8% |
| Admin fee / account holder | $60 | $551-89.2% | $9,309-99.4% | $513-88.4% |