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 |
|---|---|---|
Service code 25 · EIN 04-2647786 | Directed Trustee | $10,374 |
RKL LLP1+ years Filed as: REINSEL KUNTZ LESHER LLP Service code 16 · EIN 23-2108173 | Consulting | $9,750 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $43,608 | $54,320-19.7% | $67,652-35.5% | $52,331-16.7% |
| Participation rate | 85.1% | 73.6%+11.5pp | 75.7%+9.4pp | 68.1%+17.0pp |
| Annual return | -0.03% | 6.81%-6.8pp | 6625.04%-6625.1pp | 4.54%-4.6pp |
| Employer contribution / active EE | $0 | $1,544-100.0% | $2,266-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $2,505 | $2,950-15.1% | $3,560-29.6% | $3,022-17.1% |
| Admin fee / account holder | $93 | $527-82.3% | $4,821-98.1% | $592-84.2% |