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 |
|---|---|---|
LETORT MANAGEMENT & TRUST CO.4+ years Service code 15 · EIN 25-1900215 | Recordkeeping | $82,864 |
BOYER & RITTER, CPA'S2 years Service code 10 · EIN 23-1311005 | Accounting | $15,800 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $39,322 | $35,485+10.8% | $74,550-47.3% | $55,725-29.4% |
| Participation rate | 58.3% | 62.5%-4.2pp | 69.1%-10.8pp | 70.9%-12.5pp |
| Annual return | -5.55% | 0.72%-6.3pp | 32.53%-38.1pp | 244.93%-250.5pp |
| Employer contribution / active EE | $345 | $777-55.6% | $1,961-82.4% | $2,078-83.4% |
| Participant deferral / active EE | $2,422 | $2,181+11.1% | $3,108-22.1% | $3,356-27.8% |
| Admin fee / account holder | $217 | $114+89.7% | $5,060-95.7% | $115+88.3% |