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 |
|---|---|---|
WEAVER AND TIDWELL, LLP6 years Service code 10 · EIN 75-0786316 | Accounting | $24,768 |
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 | $37,132 | $101,317-63.4% | $146,958-74.7% | $74,495-50.2% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.2%+17.8pp | 67.2%+32.8pp |
| Annual return | -2.51% | 8730.91%-8733.4pp | 418.34%-420.9pp | 1364.94%-1367.5pp |
| Employer contribution / active EE | $5,676 | $3,810+49.0% | $4,933+15.1% | $2,623+116.4% |
| Participant deferral / active EE | $0 | $7,303-100.0% | $8,070-100.0% | $4,346-100.0% |
| Admin fee / account holder | $77 | $1,739-95.6% | $12,998-99.4% | $1,942-96.1% |