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) | $46,318 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $30,468 |
ACUFF & ASSOCIATES, INC.5 years Service code 15 · EIN 62-1477251 | Recordkeeping | $1,140 |
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 | $124,057 | $99,078+25.2% | $96,544+28.5% | $74,419+66.7% |
| Participation rate | 90.4% | 80.7%+9.7pp | 76.0%+14.4pp | 70.7%+19.7pp |
| Annual return | 17.67% | 22.48%-4.8pp | 25.84%-8.2pp | 34.38%-16.7pp |
| Employer contribution / active EE | $4,334 | $2,570+68.6% | $2,965+46.2% | $2,637+64.3% |
| Participant deferral / active EE | $5,540 | $4,933+12.3% | $4,851+14.2% | $4,528+22.4% |
| Admin fee / account holder | $280 | $225+24.6% | $8,252-96.6% | $348-19.6% |