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 |
|---|---|---|
HORNOR TOWNSEND & KENT INC6 years Service code 27 · EIN 23-1706189 | Advisory (Plan) | $14,576 |
SCHWARTZ LASSON HARRIS LTD5 years Service code 10 · EIN 23-2391384 | Accounting | $12,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,719 |
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 | $51,205 | $54,701-6.4% | $86,188-40.6% | $71,457-28.3% |
| Participation rate | 86.0% | 60.1%+25.9pp | 69.0%+17.1pp | 67.9%+18.1pp |
| Annual return | 19.29% | 20.06%-0.8pp | 1168.45%-1149.2pp | 28.85%-9.6pp |
| Employer contribution / active EE | $897 | $1,265-29.1% | $2,380-62.3% | $2,588-65.3% |
| Participant deferral / active EE | $3,901 | $3,108+25.5% | $3,985-2.1% | $4,289-9.0% |
| Admin fee / account holder | $127 | $1,922-93.4% | $6,852-98.1% | $1,587-92.0% |