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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $14,660 |
RODL LANGFORD DE KOCK1 year Filed as: RODL LONGFORD DE KOCK Service code 65 · EIN 58-2594719 | Account Maintenance | $10,050 |
Service code 27 · EIN 35-2552359 | Advisory (Plan) | $6,533 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $43,134 | $58,083-25.7% | $80,019-46.1% | $56,287-23.4% |
| Participation rate | 61.8% | 73.6%-11.8pp | 75.8%-14.0pp | 69.9%-8.0pp |
| Annual return | 8.41% | 34.61%-26.2pp | 11.22%-2.8pp | -9.96%+18.4pp |
| Employer contribution / active EE | $949 | $1,932-50.9% | $2,468-61.5% | $2,111-55.0% |
| Participant deferral / active EE | $3,795 | $3,135+21.1% | $3,686+3.0% | $3,350+13.3% |
| Admin fee / account holder | $359 | $623-42.3% | $6,521-94.5% | $521-31.1% |