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 |
|---|---|---|
KANON BLOCH CARRE1+ years Service code 16 · EIN 26-1535450 | Consulting | $54,286 |
KIRKLAND ALBRECHT & FREDRICKSON LLC1+ years Filed as: KIRKLAND ALBRECHT & FREDRICKSON Service code 10 · EIN 04-3121055 | Accounting | $8,750 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$231,347 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $261,649 | $85,635+205.5% | $123,892+111.2% | $63,975+309.0% |
| Participation rate | 85.9% | 74.9%+11.0pp | 81.4%+4.5pp | 71.1%+14.8pp |
| Annual return | 10.75% | 15.74%-5.0pp | 47.52%-36.8pp | 48.65%-37.9pp |
| Employer contribution / active EE | $4,187 | $3,076+36.1% | $4,617-9.3% | $2,182+91.9% |
| Participant deferral / active EE | $12,606 | $5,667+122.5% | $5,984+110.7% | $3,356+275.6% |
| Admin fee / account holder | -$101 | $75-234.4% | $8,357-101.2% | $70-242.9% |