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 | $39,375 |
FRIDAY ELDREDGE & CLARK9+ years Service code 29 · EIN 71-0253637 | Legal | $5,554 |
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 | $57,976 | $100,227-42.2% | $169,993-65.9% | $74,419-22.1% |
| Participation rate | 100.0% | 87.3%+12.7pp | 87.0%+13.0pp | 70.7%+29.3pp |
| Annual return | 6.45% | 66.08%-59.6pp | 53.37%-46.9pp | 34.38%-27.9pp |
| Employer contribution / active EE | $3,085 | $4,263-27.6% | $6,785-54.5% | $2,637+17.0% |
| Participant deferral / active EE | $0 | $7,143-100.0% | $10,408-100.0% | $4,528-100.0% |
| Admin fee / account holder | $89 | $234-62.1% | $12,815-99.3% | $348-74.4% |