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 & CLARK7+ years Service code 29 · EIN 71-0253637 | Legal | $18,530 |
HOGANTAYLOR LLP1 year Service code 10 · EIN 73-1413977 | Accounting | $9,100 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,174 | $111,491-46.0% | $189,513-68.2% | $86,799-30.7% |
| Participation rate | 100.0% | 87.3%+12.7pp | 87.8%+12.2pp | 72.3%+27.7pp |
| Annual return | 13.23% | 83.50%-70.3pp | 555.15%-541.9pp | 97.91%-84.7pp |
| Employer contribution / active EE | $2,632 | $3,951-33.4% | $6,162-57.3% | $2,405+9.4% |
| Participant deferral / active EE | $0 | $6,437-100.0% | $8,221-100.0% | $4,131-100.0% |
| Admin fee / account holder | $55 | $189-71.0% | $12,045-99.5% | $170-67.7% |