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 LLP2 years Service code 10 · EIN 73-1413977 | Accounting | $17,525 |
FRIDAY ELDREDGE & CLARK8+ years Service code 29 · EIN 71-0253637 | Legal | $7,610 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,026 | $86,897-37.8% | $151,611-64.4% | $64,808-16.6% |
| Participation rate | 100.0% | 87.3%+12.7pp | 87.5%+12.5pp | 71.5%+28.5pp |
| Annual return | 4.96% | -3.57%+8.5pp | 3.33%+1.6pp | 32.82%-27.9pp |
| Employer contribution / active EE | $2,905 | $4,010-27.6% | $6,166-52.9% | $2,506+15.9% |
| Participant deferral / active EE | $0 | $6,690-100.0% | $8,363-100.0% | $4,310-100.0% |
| Admin fee / account holder | $47 | $153-69.5% | $11,616-99.6% | $188-75.2% |