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 |
|---|---|---|
RYANSHARKEY, LLP1 year Filed as: RYANSHARKEY CPAS Service code 10 · EIN 20-0298559 | Accounting | $8,511 |
Filed as: LOCKTON FINANCIAL ADVISORS LLC Service code 55 · EIN 20-3247391 | Other Commissions | $3,811 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,600 |
Service code 61 · EIN 35-2552359 | Finders' fees / placement fees | $0 |
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 | $54,202 | $85,766-36.8% | $136,294-60.2% | $70,131-22.7% |
| Participation rate | 83.3% | 74.2%+9.2pp | 81.9%+1.4pp | 69.5%+13.8pp |
| Annual return | 21.62% | 31.45%-9.8pp | 5155.94%-5134.3pp | 73.14%-51.5pp |
| Employer contribution / active EE | $1,726 | $2,966-41.8% | $4,695-63.3% | $2,342-26.3% |
| Participant deferral / active EE | $9,464 | $5,051+87.4% | $6,247+51.5% | $3,332+184.1% |
| Admin fee / account holder | $81 | $5,420-98.5% | $9,243-99.1% | $4,645-98.3% |