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 |
|---|---|---|
Filed as: SCHAFFNER KNIGHT MINNAUGH & CO Service code 10 1545 W 38TH STREET · ERIE, PA 16508 | Accounting | $20,813 |
ASCENSUS LLC8 years Service code 15 · EIN 11-3665754 | Recordkeeping | $16,942 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,529 | $84,556-4.8% | $116,228-30.7% | $74,304+8.4% |
| Participation rate | 74.2% | 66.0%+8.2pp | 74.6%-0.3pp | 60.3%+13.9pp |
| Annual return | 14.41% | 18.35%-3.9pp | 90.06%-75.6pp | 29.43%-15.0pp |
| Employer contribution / active EE | $972 | $2,168-55.2% | $2,994-67.5% | $2,241-56.6% |
| Participant deferral / active EE | $3,398 | $3,814-10.9% | $4,953-31.4% | $3,767-9.8% |
| Admin fee / account holder | $229 | $3,792-94.0% | $11,989-98.1% | $2,969-92.3% |