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 | $137,232 |
RVK, INC.1 year Filed as: R.V. KUHNS & ASSOCIATES Service code 27 · EIN 93-0910652 | Advisory (Plan) | $51,271 |
CLIFTONLARSONALLEN LLP1 year Service code 10 · EIN 41-0746749 | Accounting | $27,360 |
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 | $66,007 | $105,247-37.3% | $87,100-24.2% | $77,787-15.1% |
| Participation rate | 80.1% | 85.8%-5.7pp | 76.9%+3.2pp | 73.2%+6.9pp |
| Annual return | 20.98% | 24.52%-3.5pp | 28.19%-7.2pp | 32.57%-11.6pp |
| Employer contribution / active EE | $1,518 | $2,895-47.6% | $2,521-39.8% | $2,504-39.4% |
| Participant deferral / active EE | $3,794 | $5,060-25.0% | $4,049-6.3% | $3,967-4.4% |
| Admin fee / account holder | $161 | $104+53.7% | $7,497-97.9% | $100+60.5% |