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 |
|---|---|---|
BANSLEY AND KIENER, LLP3+ years Service code 10 · EIN 36-2152389 | Accounting | $5,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,908 |
Filed as: FIDELITY INVESTMENT INSTITUTIONAL Service code 60 | Sub-TA Fees | $0 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $58,105 | $59,186-1.8% | $76,768-24.3% | $56,287+3.2% |
| Participation rate | 64.6% | 75.2%-10.6pp | 77.0%-12.4pp | 69.9%-5.3pp |
| Annual return | 11.37% | 6.62%+4.8pp | 2.43%+8.9pp | -9.96%+21.3pp |
| Employer contribution / active EE | $260 | $1,759-85.2% | $2,485-89.5% | $2,111-87.7% |
| Participant deferral / active EE | $2,589 | $3,255-20.5% | $3,852-32.8% | $3,350-22.7% |
| Admin fee / account holder | $70 | $489-85.7% | $6,675-99.0% | $521-86.6% |