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 LLP5+ years Service code 10 · EIN 73-1413977 | Accounting | $13,900 |
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 | $25,034 | $43,133-42.0% | $89,391-72.0% | $73,488-65.9% |
| Participation rate | 100.0% | 55.0%+45.0pp | 68.0%+32.0pp | 70.7%+29.3pp |
| Annual return | 5.80% | 135.66%-129.9pp | 245.62%-239.8pp | 28.51%-22.7pp |
| Employer contribution / active EE | $2,096 | $1,438+45.8% | $2,586-18.9% | $2,270-7.7% |
| Participant deferral / active EE | $0 | $2,445-100.0% | $3,890-100.0% | $3,740-100.0% |
| Admin fee / account holder | $70 | $444-84.3% | $4,881-98.6% | $513-86.4% |