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 SELLERS7+ years Filed as: KENTNER SELLERS, LLP Service code 10 801 FALLS CREEK DR · VANDALIA, OH 45377 | Accounting | $12,500 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,026 | $63,442-46.4% | $68,791-50.5% | $66,914-49.1% |
| Participation rate | 97.9% | 60.0%+37.9pp | 69.0%+28.9pp | 69.8%+28.1pp |
| Annual return | -10.76% | -8.29%-2.5pp | -6.38%-4.4pp | 1.58%-12.3pp |
| Employer contribution / active EE | $6,468 | $1,775+264.4% | $2,655+143.6% | $2,544+154.2% |
| Participant deferral / active EE | $0 | $2,945-100.0% | $3,941-100.0% | $4,237-100.0% |
| Admin fee / account holder | $395 | $577-31.5% | $4,932-92.0% | $593-33.3% |