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 5-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 |
|---|---|---|
FRIDAY ELDREDGE & CLARK2+ years Service code 29 · EIN 71-0253637 | Legal | $26,391 |
HOGANTAYLOR LLP1 year Service code 10 · EIN 73-1413977 | Accounting | $15,000 |
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 | $78,881 | $81,537-3.3% | $149,718-47.3% | $69,631+13.3% |
| Participation rate | 100.0% | 86.1%+13.9pp | 87.1%+12.9pp | 70.7%+29.3pp |
| Annual return | 23.60% | 22.79%+0.8pp | 1501.63%-1478.0pp | 27571.02%-27547.4pp |
| Employer contribution / active EE | $2,475 | $3,239-23.6% | $5,445-54.5% | $2,032+21.8% |
| Participant deferral / active EE | $0 | $4,994-100.0% | $6,569-100.0% | $3,224-100.0% |
| Admin fee / account holder | $105 | $107-1.9% | $11,283-99.1% | $110-5.1% |