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 4-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 |
|---|---|---|
Filed as: MCLEAN, KOEHLER, SPARKS AND HAMMOND Service code 10 70 THOMAS JOHNSON DR · FREDERICK, MD 21702 | Accounting | $15,531 |
ASCENSUS LLC2+ years Service code 15 · EIN 11-3665754 | Recordkeeping | $2,188 |
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 | $105,860 | $72,607+45.8% | $90,749+16.7% | $66,914+58.2% |
| Participation rate | 81.5% | 73.7%+7.9pp | 75.7%+5.8pp | 69.8%+11.7pp |
| Annual return | -15.20% | -12.28%-2.9pp | -12.16%-3.0pp | 1.58%-16.8pp |
| Employer contribution / active EE | $2,537 | $2,369+7.1% | $2,921-13.2% | $2,544-0.3% |
| Participant deferral / active EE | $4,827 | $3,977+21.4% | $4,564+5.8% | $4,237+13.9% |
| Admin fee / account holder | $123 | $707-82.6% | $8,445-98.5% | $593-79.3% |