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 37 · EIN 04-2647786 | Loan Processing | $117,004 |
SCHENCK SC1 year Service code 10 P.O. BOX 1739 · APPLETON, WI 54912 | Accounting | $48,220 |
RVK, INC.1 year Filed as: R V KUHNS AND ASSOCIATES INC Service code 27 P.O. BOX 3460 · PORTLAND, OR 972083460 | Advisory (Plan) | $45,800 |
Annual investment return 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 | $59,503 | $78,852-24.5% | $76,768-22.5% | $75,289-21.0% |
| Participation rate | 71.9% | 85.0%-13.1pp | 77.0%-5.0pp | 72.4%-0.5pp |
| Annual return | -6.69% | -1.29%-5.4pp | 2.43%-9.1pp | -0.04%-6.6pp |
| Employer contribution / active EE | $1,292 | $2,794-53.8% | $2,485-48.0% | $2,405-46.3% |
| Participant deferral / active EE | $3,206 | $4,800-33.2% | $3,852-16.8% | $3,739-14.3% |
| Admin fee / account holder | $163 | $79+106.8% | $6,675-97.6% | $102+59.7% |