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 LLP4 years Service code 10 · EIN 73-1413977 | Accounting | $51,610 |
FRIDAY ELDREDGE & CLARK10+ years Service code 29 · EIN 71-0253637 | Legal | $8,325 |
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 | $60,116 | $129,021-53.4% | $184,203-67.4% | $77,643-22.6% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.8%+13.2pp | 70.6%+29.4pp |
| Annual return | 7.85% | 33.27%-25.4pp | 28.81%-21.0pp | 31.24%-23.4pp |
| Employer contribution / active EE | $3,400 | $4,413-23.0% | $6,427-47.1% | $2,726+24.7% |
| Participant deferral / active EE | $0 | $7,297-100.0% | $9,131-100.0% | $4,647-100.0% |
| Admin fee / account holder | $122 | $254-52.1% | $13,901-99.1% | $430-71.8% |