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 | $48,698+4.2% | $93,606-45.8% | $199,593-74.6% |
| Participation rate | 78.1% | 63.5%+14.6pp | 68.7%+9.4pp | 72.0%+6.1pp |
| Annual return | 14.52% | 15.34%-0.8pp | 133.20%-118.7pp | 34.25%-19.7pp |
| Employer contribution / active EE | $716 | $1,135-36.9% | $2,420-70.4% | $3,034-76.4% |
| Participant deferral / active EE | $4,272 | $2,817+51.7% | $4,411-3.2% | $5,087-16.0% |
| Admin fee / account holder | $67 | $195-65.7% | $8,285-99.2% | $269-75.1% |