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 & CLARK5+ years Service code 29 · EIN 71-0253637 | Legal | $27,414 |
HOGANTAYLOR LLP4 years Service code 10 · EIN 73-1413977 | Accounting | $24,650 |
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 | $60,540 | $111,608-45.8% | $177,821-66.0% | $73,409-17.5% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.7%+12.3pp | 72.2%+27.8pp |
| Annual return | -8.04% | 18.23%-26.3pp | 48.32%-56.4pp | 59.29%-67.3pp |
| Employer contribution / active EE | $2,768 | $3,796-27.1% | $5,918-53.2% | $2,234+23.9% |
| Participant deferral / active EE | $0 | $6,199-100.0% | $7,714-100.0% | $3,805-100.0% |
| Admin fee / account holder | $112 | $166-32.1% | $12,427-99.1% | $158-28.8% |