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, LLP1 year Filed as: BANSLEY & KIENER, LLP Service code 10 · EIN 36-2152389 | Accounting | $6,900 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,570 |
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.
Participant 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,837 | $65,435+19.0% | $86,677-10.2% | $66,914+16.3% |
| Participation rate | 49.8% | 75.5%-25.7pp | 76.6%-26.8pp | 69.8%-20.0pp |
| Annual return | -15.68% | -10.89%-4.8pp | 35.91%-51.6pp | 1.58%-17.3pp |
| Employer contribution / active EE | $0 | $2,153-100.0% | $2,836-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $1,942 | $4,100-52.6% | $4,656-58.3% | $4,237-54.2% |
| Admin fee / account holder | $99 | $642-84.5% | $7,493-98.7% | $593-83.3% |