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 |
|---|---|---|
Filed as: BARNES DENNIG Service code 99 · EIN 31-1119890 | Other Fees | $7,548 |
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $2,100 |
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 | $91,252 | $60,165+51.7% | $74,183+23.0% | $55,167+65.4% |
| Participation rate | 86.8% | 74.2%+12.7pp | 76.6%+10.2pp | 69.0%+17.9pp |
| Annual return | 7.78% | 10.00%-2.2pp | 17.74%-10.0pp | 169.23%-161.4pp |
| Employer contribution / active EE | $2,263 | $1,600+41.5% | $2,370-4.5% | $1,963+15.3% |
| Participant deferral / active EE | $6,193 | $2,973+108.3% | $3,550+74.5% | $3,054+102.8% |
| Admin fee / account holder | $9 | $419-97.8% | $5,586-99.8% | $504-98.2% |