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 |
|---|---|---|
REGIER CARR & MONROE LLP2+ years Service code 10 · EIN 48-0573184 | Accounting | $7,800 |
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 | $13,371 | $32,425-58.8% | $74,583-82.1% | $55,167-75.8% |
| Participation rate | 86.6% | 54.0%+32.6pp | 68.1%+18.5pp | 69.0%+17.6pp |
| Annual return | 4.06% | 10.63%-6.6pp | 20.47%-16.4pp | 169.23%-165.2pp |
| Employer contribution / active EE | $3,273 | $1,043+213.6% | $2,525+29.6% | $1,963+66.8% |
| Participant deferral / active EE | $0 | $1,995-100.0% | $3,458-100.0% | $3,054-100.0% |
| Admin fee / account holder | $47 | $748-93.7% | $4,138-98.9% | $504-90.6% |