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) | $43,615 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $15,729 |
ACUFF & ASSOCIATES, INC.4 years Service code 15 · EIN 62-1477251 | Recordkeeping | $1,129 |
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 | $106,555 | $65,435+62.8% | $86,677+22.9% | $66,914+59.2% |
| Participation rate | 96.6% | 75.5%+21.2pp | 76.6%+20.0pp | 69.8%+26.8pp |
| Annual return | -17.05% | -10.89%-6.2pp | 35.91%-53.0pp | 1.58%-18.6pp |
| Employer contribution / active EE | $4,317 | $2,153+100.5% | $2,836+52.2% | $2,544+69.7% |
| Participant deferral / active EE | $5,546 | $4,100+35.3% | $4,656+19.1% | $4,237+30.9% |
| Admin fee / account holder | $240 | $642-62.5% | $7,493-96.8% | $593-59.5% |