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 3-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 52 · EIN 04-1590850 | Indirect Investment Fees | $29,426 |
SCHENCK SC1 year Filed as: SCHENCK S.C. Service code 10 · EIN 39-1173131 | Accounting | $11,925 |
SCHENCK SC1 year Filed as: SCHENCK BUSINESS SOLUTIONS Service code 10 | Accounting | $6,669 |
RVK, INC.2+ years Filed as: R.V. KUHN & ASSOCIATES, INC. Service code 16 | Consulting | $6,104 |
RVK, INC.1 year Filed as: R. V. KUHNS & ASSOCIATES, INC. Service code 16 · EIN 93-0910652 | Consulting | $0 |
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 | $43,247 | $63,905-32.3% | $74,183-41.7% | $57,658-25.0% |
| Participation rate | 94.0% | 79.8%+14.3pp | 76.6%+17.4pp | 70.2%+23.8pp |
| Annual return | 6.46% | 60.60%-54.1pp | 17.74%-11.3pp | 5.13%+1.3pp |
| Employer contribution / active EE | $1,481 | $1,840-19.5% | $2,370-37.5% | $1,974-24.9% |
| Participant deferral / active EE | $2,738 | $3,448-20.6% | $3,550-22.9% | $3,061-10.5% |
| Admin fee / account holder | $64 | $91-30.2% | $5,586-98.9% | $95-32.8% |