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 |
|---|---|---|
HOGANTAYLOR LLP3+ years Service code 10 · EIN 73-1413977 | Accounting | $14,500 |
MARINER LLC4+ years Filed as: MARINER WEALTH ADVISORS - OKLAHOMA Service code 28 · EIN 73-1510748 | Investment Management | $13,500 |
CONNER & WINTERS3+ years Filed as: CONNER & WINTERS, LLP Service code 29 · EIN 73-1388566 | Legal | $10,920 |
TIAA1 year Service code 15 · EIN 13-1624203 | Recordkeeping | $188 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,540 | $70,083-15.0% | $59,878-0.6% | $55,725+6.8% |
| Participation rate | 98.2% | 78.4%+19.8pp | 74.7%+23.5pp | 70.9%+27.4pp |
| Annual return | -2.35% | 3.13%-5.5pp | 3.46%-5.8pp | 244.93%-247.3pp |
| Employer contribution / active EE | $1,322 | $2,878-54.1% | $2,722-51.4% | $2,078-36.4% |
| Participant deferral / active EE | $3,819 | $3,079+24.0% | $3,402+12.2% | $3,356+13.8% |
| Admin fee / account holder | $39 | $70-44.3% | $3,590-98.9% | $115-66.0% |