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 |
|---|---|---|
BLACK & PINCKARD LLC4 years Service code 64 · EIN 26-0079381 PO BOX 26384 · HOOVER, AL 35260 | Recordkeeping Fees | $4,911 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $153,728 | $61,156+151.4% | $185,823-17.3% | $79,386+93.6% |
| Participation rate | 100.0% | 66.6%+33.4pp | 81.7%+18.3pp | 70.7%+29.3pp |
| Annual return | 13.40% | 19.45%-6.0pp | 122.05%-108.7pp | 116.85%-103.5pp |
| Employer contribution / active EE | $5,478 | $2,321+136.1% | $5,167+6.0% | $2,427+125.7% |
| Participant deferral / active EE | $4,331 | $2,789+55.3% | $5,568-22.2% | $4,046+7.1% |
| Admin fee / account holder | $289 | $710-59.3% | $16,237-98.2% | $626-53.9% |