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 |
|---|---|---|
INTERNAL REVENUE SERVICE1 year Service code 50 · EIN 81-1952065 | Direct Payment | $10,980 |
BOYSEN & MILLER, PLLC2+ years Service code 10 · EIN 74-2811383 | Accounting | $5,700 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $4,090 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $197,216 | $75,183+162.3% | $123,892+59.2% | $55,167+257.5% |
| Participation rate | 91.2% | 72.8%+18.4pp | 81.4%+9.8pp | 69.0%+22.3pp |
| Annual return | 7.20% | 19.01%-11.8pp | 47.52%-40.3pp | 169.23%-162.0pp |
| Employer contribution / active EE | $0 | $2,823-100.0% | $4,617-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $10,909 | $5,084+114.6% | $5,984+82.3% | $3,054+257.2% |
| Admin fee / account holder | $145 | $663-78.1% | $8,357-98.3% | $504-71.1% |