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 |
|---|---|---|
HORNOR TOWNSEND & KENT INC7 years Service code 27 · EIN 23-1706189 | Advisory (Plan) | $121,224 |
TORRILLO & ASSOCIATES, LLC7 years Filed as: BOYER AND RITTER LLC Service code 10 · EIN 23-1311005 | Accounting | $18,500 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $13,970 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,761 | $48,669+4.3% | $93,654-45.8% | $199,768-74.6% |
| Participation rate | 78.1% | 63.7%+14.4pp | 68.7%+9.4pp | 72.0%+6.1pp |
| Annual return | 14.52% | 15.38%-0.9pp | 133.34%-118.8pp | 34.26%-19.7pp |
| Employer contribution / active EE | $716 | $1,137-37.0% | $2,421-70.4% | $3,037-76.4% |
| Participant deferral / active EE | $4,272 | $2,823+51.4% | $4,413-3.2% | $5,090-16.1% |
| Admin fee / account holder | $67 | $195-65.7% | $8,282-99.2% | $269-75.1% |