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 9-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 | $10,500 |
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 | $26,624 | $36,767-27.6% | $81,478-67.3% | $62,292-57.3% |
| Participation rate | 100.0% | 54.4%+45.6pp | 68.0%+32.0pp | 69.5%+30.5pp |
| Annual return | 14.89% | 173.80%-158.9pp | 38.78%-23.9pp | 28.90%-14.0pp |
| Employer contribution / active EE | $1,913 | $1,128+69.6% | $2,568-25.5% | $2,042-6.3% |
| Participant deferral / active EE | $0 | $2,111-100.0% | $3,537-100.0% | $3,169-100.0% |
| Admin fee / account holder | $56 | $797-93.0% | $4,561-98.8% | $479-88.4% |