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, LLP5+ years Service code 10 · EIN 36-2152389 | Accounting | $5,200 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,356 |
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 | $72,879 | $73,638-1.0% | $95,952-24.0% | $73,488-0.8% |
| Participation rate | 61.2% | 76.2%-15.0pp | 77.1%-15.9pp | 70.7%-9.5pp |
| Annual return | 14.07% | 16.78%-2.7pp | 91.61%-77.5pp | 28.51%-14.4pp |
| Employer contribution / active EE | $358 | $1,863-80.8% | $2,541-85.9% | $2,270-84.2% |
| Participant deferral / active EE | $2,302 | $3,617-36.4% | $4,167-44.8% | $3,740-38.4% |
| Admin fee / account holder | $87 | $482-81.9% | $6,795-98.7% | $513-82.9% |