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 |
|---|---|---|
BARRAN LIEBMAN LLP10+ years Service code 29 · EIN 93-1251627 601 SW 2ND AVENUE 2300 · PORTLAND, OR 972043159 | Legal | $50,220 |
PLATFORM CPAS LLP1 year Filed as: PLATFORM, CPAS, LLC Service code 10 · EIN 88-4342576 6510 S MILLROCK DR. · HOLLADAY, UT 84121 | Accounting | $38,530 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,180 | $241,101-80.0% | $103,333-53.4% | $199,593-75.9% |
| Participation rate | 100.0% | 78.3%+21.7pp | 74.5%+25.5pp | 72.0%+28.0pp |
| Annual return | 12.74% | 17.80%-5.1pp | 24.88%-12.1pp | 34.25%-21.5pp |
| Employer contribution / active EE | $4,608 | $4,244+8.6% | $3,868+19.1% | $3,034+51.9% |
| Participant deferral / active EE | $4,187 | $3,958+5.8% | $5,057-17.2% | $5,087-17.7% |
| Admin fee / account holder | $129 | $288-55.0% | $8,355-98.5% | $269-51.8% |