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 |
|---|---|---|
BISHOP, FARMER & CO. LLP1 year Service code 10 · EIN 54-1435778 | Accounting | $11,800 |
KLINE KEPPEL & KORYAK PC1 year Filed as: KLINE KEPPEL & KORYAK Service code 70 · EIN 25-1400745 | Consulting Fees | $11,235 |
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $3,680 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $80,859 | $62,267+29.9% | $110,238-26.7% | $55,725+45.1% |
| Participation rate | 96.2% | 78.1%+18.1pp | 79.8%+16.4pp | 70.9%+25.3pp |
| Annual return | -5.78% | -1.07%-4.7pp | 314.74%-320.5pp | 244.93%-250.7pp |
| Employer contribution / active EE | $4,805 | $1,941+147.5% | $3,826+25.6% | $2,078+131.2% |
| Participant deferral / active EE | $3,850 | $3,516+9.5% | $4,672-17.6% | $3,356+14.7% |
| Admin fee / account holder | $338 | $121+179.2% | $8,547-96.1% | $115+193.1% |