Filed May 21, 2026
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 |
|---|---|---|
RINEY HANCOCK CPAS PSC1+ years Filed as: RINEY HANCOCK & CO PSC Service code 10 · EIN 61-0920132 | Accounting | $20,673 |
MERCER1+ years Filed as: MERCER CAPITAL Service code 34 · EIN 62-1154641 | Valuation (appraisals, etc.) | $19,536 |
UNION BANK & TRUST COMPANY1+ years Filed as: UNION BANK & TRUST Service code 15 · EIN 47-0321480 | Recordkeeping | $18,726 |
WITHUMSMITH+BROWN, PC1+ years Filed as: FROST BROWN TODD LLC Service code 29 | Legal | $5,361 |
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 | $151,355 | $68,413+121.2% | $123,104+22.9% | $55,191+174.2% |
| Participation rate | 93.6% | 84.5%+9.1pp | 86.8%+6.8pp | 69.2%+24.4pp |
| Annual return | 20.26% | 6.30%+14.0pp | 13.22%+7.0pp | 10.78%+9.5pp |
| Employer contribution / active EE | $1,426 | $3,050-53.2% | $5,151-72.3% | $1,899-24.9% |
| Participant deferral / active EE | $4,614 | $4,490+2.7% | $6,230-25.9% | $3,046+51.5% |
| Admin fee / account holder | $234 | $88+166.0% | $9,015-97.4% | $91+157.3% |