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 INC3+ years Filed as: HORNOR TOWNSEND AND KENT Service code 27 · EIN 23-1706189 | Advisory (Plan) | $54,292 |
TORRILLO & ASSOCIATES, LLC2 years Filed as: BOYER & RITTER Service code 10 · EIN 23-1311005 | Accounting | $15,800 |
Service code 37 · EIN 04-2647786 | Loan Processing | $8,119 |
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 | $34,958 | $38,833-10.0% | $78,778-55.6% | $77,958-55.2% |
| Participation rate | 75.8% | 60.9%+14.9pp | 69.2%+6.6pp | 71.6%+4.2pp |
| Annual return | 18.11% | 20.31%-2.2pp | 35.62%-17.5pp | 20.87%-2.8pp |
| Employer contribution / active EE | $491 | $840-41.6% | $1,986-75.3% | $2,310-78.8% |
| Participant deferral / active EE | $2,330 | $1,776+31.2% | $2,958-21.3% | $3,537-34.1% |
| Admin fee / account holder | $55 | $89-37.9% | $5,134-98.9% | $97-43.3% |