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 |
|---|---|---|
BURNS & HERRING, LLC1 year Service code 10 · EIN 58-2029252 | Accounting | $7,500 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,799 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $41,427 | $42,548-2.6% | $74,550-44.4% | $56,287-26.4% |
| Participation rate | 73.7% | 60.5%+13.2pp | 69.1%+4.6pp | 69.9%+3.9pp |
| Annual return | -5.54% | 12.40%-17.9pp | 32.53%-38.1pp | -9.96%+4.4pp |
| Employer contribution / active EE | $2,352 | $855+175.0% | $1,961+19.9% | $2,111+11.4% |
| Participant deferral / active EE | $2,764 | $2,277+21.4% | $3,108-11.1% | $3,350-17.5% |
| Admin fee / account holder | $103 | $467-78.0% | $5,060-98.0% | $521-80.2% |