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 |
|---|---|---|
RUEFF & ASSOCIATES CPA'S1 year Filed as: RUEFF & ASSOCIATES, CPA' Service code 10 · EIN 31-1231152 | Accounting | $9,600 |
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $8,544 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $38,341 | $57,354-33.2% | $83,848-54.3% | $64,186-40.3% |
| Participation rate | 55.6% | 68.6%-13.1pp | 76.1%-20.6pp | 69.6%-14.0pp |
| Annual return | -7.25% | 11.38%-18.6pp | 850.88%-858.1pp | 7.63%-14.9pp |
| Employer contribution / active EE | $448 | $2,545-82.4% | $3,631-87.7% | $2,381-81.2% |
| Participant deferral / active EE | $1,462 | $2,993-51.2% | $4,082-64.2% | $3,470-57.9% |
| Admin fee / account holder | $297 | $4,046-92.6% | $5,478-94.6% | $4,888-93.9% |