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 |
|---|---|---|
ACUFF & ASSOCIATES, INC.1 year Service code 16 · EIN 62-1477251 | Consulting | $49,040 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $49,337 | $42,546+16.0% | $71,796-31.3% | $55,167-10.6% |
| Participation rate | 36.6% | 59.1%-22.5pp | 69.1%-32.5pp | 69.0%-32.4pp |
| Annual return | 5.87% | 12.36%-6.5pp | 78.04%-72.2pp | 169.23%-163.4pp |
| Employer contribution / active EE | $201 | $803-74.9% | $1,924-89.5% | $1,963-89.7% |
| Participant deferral / active EE | $1,321 | $2,064-36.0% | $2,794-52.7% | $3,054-56.8% |
| Admin fee / account holder | $84 | $650-87.0% | $4,815-98.3% | $504-83.3% |