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 7-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 |
|---|---|---|
SMITH & HOWARD, PC2 years Service code 10 · EIN 58-1250486 | Accounting | $10,500 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $10,000 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,060 | $114,047-72.8% | $96,139-67.7% | $167,490-81.5% |
| Participation rate | 80.0% | 75.1%+4.9pp | 68.4%+11.6pp | 82.1%-2.1pp |
| Annual return | 10.69% | 189.88%-179.2pp | 191.94%-181.3pp | 478.56%-467.9pp |
| Employer contribution / active EE | $3,650 | $3,427+6.5% | $2,797+30.5% | $4,837-24.6% |
| Participant deferral / active EE | $0 | $5,194-100.0% | $4,349-100.0% | $6,341-100.0% |
| Admin fee / account holder | $151 | $6,897-97.8% | $5,537-97.3% | $12,309-98.8% |