See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
KENTNER SELLERS4+ years Filed as: KENTNER SELLERS, LLP Service code 10 801 FALLS CREEK DR · VANDALIA, OH 45377 | Accounting | $12,125 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,229 | $47,922-30.7% | $75,886-56.2% | $65,185-49.0% |
| Participation rate | 98.2% | 63.0%+35.2pp | 69.3%+29.0pp | 70.2%+28.0pp |
| Annual return | 3.28% | 24.12%-20.8pp | 30.76%-27.5pp | 29.38%-26.1pp |
| Employer contribution / active EE | $5,826 | $1,557+274.1% | $2,500+133.0% | $2,177+167.7% |
| Participant deferral / active EE | $0 | $2,550-100.0% | $3,603-100.0% | $3,514-100.0% |
| Admin fee / account holder | $377 | $532-29.0% | $5,418-93.0% | $847-55.5% |