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 |
|---|---|---|
LEE CPA AUDIT GROUP1 year Service code 10 · EIN 81-4637885 | Accounting | $5,600 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $3,702 |
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $274,260 | $52,953+417.9% | $172,739+58.8% | $65,185+320.7% |
| Participation rate | 93.5% | 66.2%+27.3pp | 82.6%+10.8pp | 70.2%+23.3pp |
| Annual return | 27.35% | 30.12%-2.8pp | 802.84%-775.5pp | 29.38%-2.0pp |
| Employer contribution / active EE | $11,241 | $2,190+413.3% | $5,143+118.6% | $2,177+416.4% |
| Participant deferral / active EE | $8,526 | $2,471+245.1% | $5,198+64.0% | $3,514+142.7% |
| Admin fee / account holder | $77 | $472-83.6% | $13,954-99.4% | $847-90.9% |