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 7-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 | Shareholder servicing fees; Recordkee... | $239,644 |
STOUT, CAUSEY & HORNING, P.A.2+ years Service code 10 · EIN 52-1743645 | Accounting | $20,493 |
NATIONAL FINANCIAL SERVICES2+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $12,782 | $48,072-73.4% | $182,532-93.0% | $77,787-83.6% |
| Participation rate | 92.9% | 64.3%+28.6pp | 78.0%+14.9pp | 73.2%+19.7pp |
| Annual return | 22.46% | 31.26%-8.8pp | 148.54%-126.1pp | 32.57%-10.1pp |
| Employer contribution / active EE | $366 | $1,453-74.8% | $4,076-91.0% | $2,504-85.4% |
| Participant deferral / active EE | $1,690 | $3,209-47.3% | $5,524-69.4% | $3,967-57.4% |
| Admin fee / account holder | $69 | $131-47.9% | $8,592-99.2% | $100-31.5% |