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 10-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 |
|---|---|---|
TED SOILEAU, CPA, LLC2+ years Service code 10 · EIN 45-1621265 2133 SILVERSIDE DR. · BATON ROUGE, LA 70808 | Accounting | $2,625 |
Service code 29 · EIN 72-0999672 2450 SEVERN AVE · METAIRIE, LA 70009 | Legal | $166 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $81,537-100.0% | $149,718-100.0% | $69,631-100.0% |
| Participation rate | 0.0% | 86.1%-86.1pp | 87.1%-87.1pp | 70.7%-70.7pp |
| Annual return | -9.70% | 22.79%-32.5pp | 1501.63%-1511.3pp | 27571.02%-27580.7pp |
| Employer contribution / active EE | $1,847 | $3,239-43.0% | $5,445-66.1% | $2,032-9.1% |
| Participant deferral / active EE | $0 | $4,994-100.0% | $6,569-100.0% | $3,224-100.0% |
| Admin fee / account holder | $0 | $107-100.0% | $11,283-100.0% | $110-100.0% |