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 6-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 12 · EIN 13-3689044 | Recordkeeping fees; Shareholder servi... | $36,592 |
MCKONLY & ASBURY LLP5 years Filed as: MCKONLY & ASBURY, LLP Service code 10 · EIN 23-1909723 | Accounting | $15,886 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,724 | $87,870+48.8% | $113,168+15.5% | $74,304+75.9% |
| Participation rate | 93.4% | 70.7%+22.6pp | 76.6%+16.8pp | 60.3%+33.0pp |
| Annual return | 13.97% | 26.44%-12.5pp | 24.27%-10.3pp | 29.43%-15.5pp |
| Employer contribution / active EE | $2,997 | $2,277+31.6% | $2,975+0.7% | $2,241+33.7% |
| Participant deferral / active EE | $5,818 | $4,241+37.2% | $5,107+13.9% | $3,767+54.4% |
| Admin fee / account holder | $184 | $3,368-94.5% | $12,068-98.5% | $2,969-93.8% |