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 | Recordkeeping and information managem... | $345,865 |
STOUT, CAUSEY & HORNING, P.A.5+ years Service code 10 · EIN 52-1743645 | Accounting | $22,350 |
NATIONAL FINANCIAL SERVICES5+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $13,219 | $42,504-68.9% | $159,960-91.7% | $77,904-83.0% |
| Participation rate | 97.2% | 66.9%+30.3pp | 78.0%+19.3pp | 73.7%+23.5pp |
| Annual return | -15.81% | -12.43%-3.4pp | 408.60%-424.4pp | 12.21%-28.0pp |
| Employer contribution / active EE | $477 | $1,684-71.7% | $4,226-88.7% | $2,848-83.3% |
| Participant deferral / active EE | $2,189 | $3,919-44.2% | $6,182-64.6% | $4,806-54.5% |
| Admin fee / account holder | $71 | $98-27.6% | $8,698-99.2% | $133-46.7% |