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 |
|---|---|---|
CLARK, SCHAEFER, HACKETT & CO.5+ years Filed as: CLARK SCHAEFER HACKETT Service code 10 · EIN 31-0800053 | Accounting | $6,970 |
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $5,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $95,926 | $40,174+138.8% | $84,015+14.2% | $67,579+41.9% |
| Participation rate | 45.3% | 62.7%-17.4pp | 69.0%-23.7pp | 71.3%-26.0pp |
| Annual return | 22.35% | 25.82%-3.5pp | 71.31%-49.0pp | 378.56%-356.2pp |
| Employer contribution / active EE | $1,292 | $808+60.0% | $1,983-34.8% | $2,148-39.8% |
| Participant deferral / active EE | $2,335 | $2,301+1.5% | $3,239-27.9% | $3,539-34.0% |
| Admin fee / account holder | $57 | $128-55.2% | $6,101-99.1% | $142-59.6% |