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 |
|---|---|---|
Service code 27 · EIN 59-1531281 | Advisory (Plan) | $32,539 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $14,575 |
ACUFF & ASSOCIATES, INC.2 years Service code 15 · EIN 62-1477251 | Recordkeeping | $1,370 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $110,521 | $73,638+50.1% | $95,952+15.2% | $73,488+50.4% |
| Participation rate | 96.1% | 76.2%+20.0pp | 77.1%+19.1pp | 70.7%+25.5pp |
| Annual return | 15.44% | 16.78%-1.3pp | 91.61%-76.2pp | 28.51%-13.1pp |
| Employer contribution / active EE | $4,577 | $1,863+145.7% | $2,541+80.1% | $2,270+101.6% |
| Participant deferral / active EE | $5,497 | $3,617+52.0% | $4,167+31.9% | $3,740+47.0% |
| Admin fee / account holder | $202 | $482-58.0% | $6,795-97.0% | $513-60.6% |