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 |
|---|---|---|
KREISCHER MILLER1 year Service code 10 · EIN 23-1980475 | Accounting | $13,063 |
Filed as: FULTON BANK, N.A. Service code 15 · EIN 23-1928421 | Recordkeeping | $1,150 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,873 | $79,428-67.4% | $106,548-75.7% | $79,386-67.4% |
| Participation rate | 87.1% | 74.1%+12.9pp | 76.1%+10.9pp | 70.7%+16.3pp |
| Annual return | 18.01% | 18.27%-0.3pp | 26.80%-8.8pp | 116.85%-98.8pp |
| Employer contribution / active EE | $432 | $2,234-80.7% | $2,819-84.7% | $2,427-82.2% |
| Participant deferral / active EE | $2,358 | $3,823-38.3% | $4,398-46.4% | $4,046-41.7% |
| Admin fee / account holder | $79 | $523-85.0% | $7,407-98.9% | $626-87.4% |