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 |
|---|---|---|
RKL LLP1 year Service code 10 · EIN 23-2108173 | Accounting | $10,100 |
Service code 37 · EIN 04-2647786 | Loan Processing | $9,995 |
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 | $48,657 | $60,165-19.1% | $74,183-34.4% | $55,167-11.8% |
| Participation rate | 86.1% | 74.2%+12.0pp | 76.6%+9.5pp | 69.0%+17.1pp |
| Annual return | 8.66% | 10.00%-1.3pp | 17.74%-9.1pp | 169.23%-160.6pp |
| Employer contribution / active EE | $195 | $1,600-87.8% | $2,370-91.8% | $1,963-90.1% |
| Participant deferral / active EE | $2,914 | $2,973-2.0% | $3,550-17.9% | $3,054-4.6% |
| Admin fee / account holder | $103 | $419-75.5% | $5,586-98.2% | $504-79.6% |