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. LLP5 years Service code 10 · EIN 54-1435778 | Accounting | $15,559 |
KLINE KEPPEL & KORYAK PC4 years Filed as: KLINE, KEPPEL & KORYAK, P.C. Service code 70 · EIN 25-1400745 | Consulting Fees | $13,238 |
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $4,560 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $84,126 | $71,142+18.3% | $119,609-29.7% | $64,808+29.8% |
| Participation rate | 99.1% | 78.6%+20.5pp | 79.3%+19.9pp | 71.5%+27.6pp |
| Annual return | -18.18% | -10.01%-8.2pp | -14.97%-3.2pp | 32.82%-51.0pp |
| Employer contribution / active EE | $5,635 | $2,497+125.6% | $4,232+33.2% | $2,506+124.9% |
| Participant deferral / active EE | $5,790 | $4,490+29.0% | $5,602+3.3% | $4,310+34.3% |
| Admin fee / account holder | $49 | $162-70.0% | $10,323-99.5% | $188-74.1% |