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 |
|---|---|---|
WITTE BROTHERS EXCHANGE, INC.1+ years Service code 10 · EIN 43-0715605 575 WITTE INDUSTRIAL COURT · TROY, MO 63379 | Accounting | $7,410 |
Service code 15 · EIN 01-0233346 PO BOX 600 · BUFALLO, NY 142010600 | Recordkeeping | $308 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $34,808 | $44,425-21.6% | $67,834-48.7% | $55,167-36.9% |
| Participation rate | 100.0% | 59.7%+40.3pp | 68.8%+31.2pp | 69.0%+31.0pp |
| Annual return | -1.54% | 17.80%-19.3pp | 138.47%-140.0pp | 169.23%-170.8pp |
| Employer contribution / active EE | $590 | $1,351-56.4% | $2,403-75.5% | $1,963-69.9% |
| Participant deferral / active EE | $3,233 | $2,166+49.3% | $3,160+2.3% | $3,054+5.9% |
| Admin fee / account holder | $55 | $530-89.7% | $4,622-98.8% | $504-89.1% |