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 |
|---|---|---|
BKD, LLP5+ years Filed as: DIXON HUGHES GOODMAN LLP Service code 10 · EIN 56-0747981 | Accounting | $12,367 |
CHARLES W. SNADER, P.C.1 year Service code 10 · EIN 54-1873714 | Accounting | $9,100 |
Filed as: MASS MUTUAL RETIREMENT SERVICES LLC Service code 15 · EIN 26-1589907 | Recordkeeping | $5,043 |
Filed as: MASS MUTUAL RETIREMENT SERVICES,LLC Service code 59 | Shareholder Servicing | $0 |
Filed as: RAYMOND JAMES FINANCIAL SRVS Service code 26 · EIN 59-1531281 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $10,044 | $52,953-81.0% | $172,739-94.2% | $65,185-84.6% |
| Participation rate | 58.9% | 66.2%-7.3pp | 82.6%-23.7pp | 70.2%-11.3pp |
| Annual return | 19.07% | 30.12%-11.1pp | 802.84%-783.8pp | 29.38%-10.3pp |
| Employer contribution / active EE | $447 | $2,190-79.6% | $5,143-91.3% | $2,177-79.5% |
| Participant deferral / active EE | $1,213 | $2,471-50.9% | $5,198-76.7% | $3,514-65.5% |
| Admin fee / account holder | $122 | $472-74.2% | $13,954-99.1% | $847-85.6% |