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. LLP3 years Service code 50 · EIN 54-1435778 | Direct Payment | $13,200 |
KLINE KEPPEL & KORYAK PC2 years Filed as: KLINE, KEPPEL & KORYAK, P.C. Service code 70 · EIN 25-1400745 | Consulting Fees | $12,910 |
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $3,425 |
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 | $98,272 | $78,419+25.3% | $133,956-26.6% | $73,409+33.9% |
| Participation rate | 97.5% | 78.6%+19.0pp | 79.8%+17.7pp | 72.2%+25.4pp |
| Annual return | 12.92% | 33.35%-20.4pp | 45.09%-32.2pp | 59.29%-46.4pp |
| Employer contribution / active EE | $3,804 | $2,044+86.1% | $3,919-2.9% | $2,234+70.3% |
| Participant deferral / active EE | $4,652 | $3,925+18.5% | $5,048-7.8% | $3,805+22.3% |
| Admin fee / account holder | $45 | $161-72.0% | $8,927-99.5% | $158-71.4% |