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 |
|---|---|---|
HOGANTAYLOR LLP3 years Service code 10 · EIN 73-1413977 | Accounting | $20,000 |
FRIDAY ELDREDGE & CLARK4+ years Service code 29 · EIN 71-0253637 | Legal | $14,752 |
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 | $68,330 | $88,515-22.8% | $162,163-57.9% | $67,579+1.1% |
| Participation rate | 100.0% | 86.8%+13.2pp | 87.6%+12.4pp | 71.3%+28.7pp |
| Annual return | 11.11% | 27.04%-15.9pp | 115.59%-104.5pp | 378.56%-367.4pp |
| Employer contribution / active EE | $2,474 | $3,563-30.6% | $5,614-55.9% | $2,148+15.2% |
| Participant deferral / active EE | $0 | $5,724-100.0% | $7,298-100.0% | $3,539-100.0% |
| Admin fee / account holder | $78 | $124-37.0% | $10,843-99.3% | $142-45.2% |