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 LLP3+ years Service code 10 · EIN 73-1413977 | Accounting | $6,500 |
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 | $27,638 | $33,067-16.4% | $76,523-63.9% | $56,287-50.9% |
| Participation rate | 100.0% | 55.4%+44.6pp | 68.0%+32.0pp | 69.9%+30.1pp |
| Annual return | 4.62% | 2.72%+1.9pp | -0.27%+4.9pp | -9.96%+14.6pp |
| Employer contribution / active EE | $2,093 | $1,200+74.4% | $2,647-20.9% | $2,111-0.8% |
| Participant deferral / active EE | $0 | $2,240-100.0% | $3,835-100.0% | $3,350-100.0% |
| Admin fee / account holder | $31 | $537-94.2% | $4,848-99.4% | $521-94.1% |