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 |
|---|---|---|
LARSON & COMPANY, PC2 years Filed as: LARSON & COMPANY PC Service code 10 · EIN 87-0516083 | Accounting | $15,675 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$10,244 |
Employer contribution per participant 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 | $108,475 | $101,317+7.1% | $146,958-26.2% | $74,495+45.6% |
| Participation rate | 89.9% | 75.5%+14.4pp | 82.2%+7.8pp | 67.2%+22.7pp |
| Annual return | 16.34% | 8730.91%-8714.6pp | 418.34%-402.0pp | 1364.94%-1348.6pp |
| Employer contribution / active EE | $920 | $3,810-75.9% | $4,933-81.4% | $2,623-64.9% |
| Participant deferral / active EE | $10,064 | $7,303+37.8% | $8,070+24.7% | $4,346+131.6% |
| Admin fee / account holder | $38 | $1,739-97.8% | $12,998-99.7% | $1,942-98.1% |