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 55 · EIN 59-2937883 | Other Commissions | $35,624 |
Filed as: JONES AND KIRKPARTICK,P.C. Service code 16 · EIN 63-1128247 | Consulting | $15,500 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $250 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $42,261 | $155,795-72.9% | $136,294-69.0% | $69,631-39.3% |
| Participation rate | 88.3% | 75.2%+13.0pp | 81.9%+6.3pp | 70.7%+17.6pp |
| Annual return | 17.03% | 232464.33%-232447.3pp | 5155.94%-5138.9pp | 27571.02%-27554.0pp |
| Employer contribution / active EE | $1,565 | $2,991-47.7% | $4,695-66.7% | $2,032-23.0% |
| Participant deferral / active EE | $3,814 | $5,394-29.3% | $6,247-38.9% | $3,224+18.3% |
| Admin fee / account holder | $47 | $128-63.0% | $9,243-99.5% | $110-57.0% |