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 15 · EIN 04-1590850 | Recordkeeping | $212,853 |
ARMSTRONG TEASDALE5+ years Filed as: ARMSTRONG 401K PLAN Service code 10 | Accounting | $8,342 |
BDO USA, LLP3 years Service code 10 · EIN 13-5381590 | Accounting | $0 |
THE VANGUARD GROUP, INC.3 years Filed as: VANGUARD Service code 52 · EIN 23-2311358 | Indirect Investment Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $67,563 | $127,218-46.9% | $392,568-82.8% | $77,787-13.1% |
| Participation rate | 57.1% | 82.0%-24.9pp | 78.1%-20.9pp | 73.2%-16.1pp |
| Annual return | 23.98% | 25.27%-1.3pp | 24.42%-0.4pp | 32.57%-8.6pp |
| Employer contribution / active EE | $380 | $3,064-87.6% | $3,783-90.0% | $2,504-84.8% |
| Participant deferral / active EE | $2,599 | $4,820-46.1% | $5,985-56.6% | $3,967-34.5% |
| Admin fee / account holder | $129 | $89+44.8% | $6,260-97.9% | $100+28.8% |