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 | $226,048 |
ARMSTRONG TEASDALE6+ years Filed as: ARMSTRONG 401K PLAN Service code 10 | Accounting | $8,000 |
COHEN & COMPANY1 year Service code 10 · EIN 34-1912961 | Accounting | $0 |
THE VANGUARD GROUP, INC.4 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 | $78,355 | $143,525-45.4% | $379,746-79.4% | $90,288-13.2% |
| Participation rate | 60.7% | 82.9%-22.2pp | 78.4%-17.7pp | 73.4%-12.7pp |
| Annual return | 16.15% | 18.97%-2.8pp | 34.90%-18.8pp | 53.97%-37.8pp |
| Employer contribution / active EE | $397 | $3,201-87.6% | $3,540-88.8% | $2,524-84.3% |
| Participant deferral / active EE | $3,077 | $5,231-41.2% | $6,024-48.9% | $4,232-27.3% |
| Admin fee / account holder | $136 | $100+35.9% | $7,927-98.3% | $114+19.6% |