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 |
|---|---|---|
DAVID R. PATRICK, CPA, PC1 year Service code 10 · EIN 62-1096736 | Accounting | $10,677 |
ACUFF & ASSOCIATES, INC.4+ years Filed as: ACUFF AND ASSOCIATES, INC. Service code 15 · EIN 62-1477251 | Recordkeeping | $6,829 |
Service code 13 · EIN 71-0294708 | Contract Administrator | $1,363 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 opinion is qualified. A specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,354 | $55,449-66.9% | $83,848-78.1% | $56,287-67.4% |
| Participation rate | 74.8% | 68.0%+6.8pp | 76.1%-1.3pp | 69.9%+4.9pp |
| Annual return | -6.80% | -1.38%-5.4pp | 850.88%-857.7pp | -9.96%+3.2pp |
| Employer contribution / active EE | $300 | $2,430-87.7% | $3,631-91.7% | $2,111-85.8% |
| Participant deferral / active EE | $1,035 | $2,935-64.7% | $4,082-74.6% | $3,350-69.1% |
| Admin fee / account holder | $144 | $656-78.0% | $5,478-97.4% | $521-72.3% |