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) | $43,831 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $15,977 |
ACUFF & ASSOCIATES, INC.3 years Service code 15 · EIN 62-1477251 | Recordkeeping | $1,697 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $131,357 | $84,936+54.7% | $111,297+18.0% | $79,386+65.5% |
| Participation rate | 93.0% | 75.9%+17.2pp | 77.3%+15.7pp | 70.7%+22.3pp |
| Annual return | 15.39% | 17.45%-2.1pp | 54.65%-39.3pp | 116.85%-101.5pp |
| Employer contribution / active EE | $4,144 | $1,979+109.4% | $2,731+51.7% | $2,427+70.7% |
| Participant deferral / active EE | $5,193 | $3,888+33.6% | $4,487+15.7% | $4,046+28.4% |
| Admin fee / account holder | $256 | $537-52.3% | $7,964-96.8% | $626-59.1% |