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 | $152,282 |
RVK, INC.3 years Filed as: R V KUHNS AND ASSOCIATES INC Service code 27 · EIN 93-0910652 | Advisory (Plan) | $39,477 |
CLIFTONLARSONALLEN LLP2 years Service code 10 · EIN 41-0746749 | Accounting | $10,500 |
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 | $73,252 | $176,491-58.5% | $95,952-23.7% | $90,288-18.9% |
| Participation rate | 85.4% | 86.6%-1.1pp | 77.1%+8.4pp | 73.4%+12.1pp |
| Annual return | 14.33% | 20.14%-5.8pp | 91.61%-77.3pp | 53.97%-39.6pp |
| Employer contribution / active EE | $1,573 | $2,789-43.6% | $2,541-38.1% | $2,524-37.7% |
| Participant deferral / active EE | $4,177 | $5,340-21.8% | $4,167+0.2% | $4,232-1.3% |
| Admin fee / account holder | $161 | $154+4.5% | $6,795-97.6% | $114+41.2% |