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 |
|---|---|---|
HOLZKNECHT UMALI, INC.1 year Filed as: HOLZKNECHT UMALI,INC. Service code 17 · EIN 76-0544224 | Pension Consulting | $10,650 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $1,456 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $21,472 | $65,118-67.0% | $76,768-72.0% | $55,725-61.5% |
| Participation rate | 42.7% | 79.6%-36.9pp | 77.0%-34.3pp | 70.9%-28.2pp |
| Annual return | -5.59% | -1.27%-4.3pp | 2.43%-8.0pp | 244.93%-250.5pp |
| Employer contribution / active EE | $479 | $1,941-75.3% | $2,485-80.7% | $2,078-76.9% |
| Participant deferral / active EE | $2,070 | $3,688-43.9% | $3,852-46.3% | $3,356-38.3% |
| Admin fee / account holder | $176 | $116+51.9% | $6,675-97.4% | $115+52.8% |