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 |
|---|---|---|
FREYBERG HINKLE ET AL4+ years Filed as: FREYBERG HINKLE ASHLAND POWERS & S Service code 10 · EIN 39-1531945 | Accounting | $10,450 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $450 |
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 | $120,355 | $55,449+117.1% | $83,848+43.5% | $56,287+113.8% |
| Participation rate | 53.2% | 68.0%-14.8pp | 76.1%-22.9pp | 69.9%-16.6pp |
| Annual return | -6.87% | -1.38%-5.5pp | 850.88%-857.8pp | -9.96%+3.1pp |
| Employer contribution / active EE | $1,973 | $2,430-18.8% | $3,631-45.7% | $2,111-6.5% |
| Participant deferral / active EE | $4,089 | $2,935+39.3% | $4,082+0.2% | $3,350+22.1% |
| Admin fee / account holder | $113 | $656-82.8% | $5,478-97.9% | $521-78.3% |