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 |
|---|---|---|
KUENZI & COMPANY LLC2+ years Filed as: KUENZI & COMPANY, LLC Service code 10 · EIN 93-1235599 | Accounting | $12,750 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $37,883 | $77,634-51.2% | $156,549-75.8% | $62,891-39.8% |
| Participation rate | 93.8% | 71.2%+22.6pp | 84.0%+9.8pp | 69.3%+24.5pp |
| Annual return | 6.45% | 50.32%-43.9pp | 32.23%-25.8pp | 20.14%-13.7pp |
| Employer contribution / active EE | $5,038 | $3,444+46.3% | $5,501-8.4% | $2,281+120.9% |
| Participant deferral / active EE | $5,807 | $3,045+90.7% | $4,871+19.2% | $3,203+81.3% |
| Admin fee / account holder | $137 | $5,561-97.5% | $13,027-98.9% | $4,296-96.8% |