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 64 · EIN 71-0294708 | Recordkeeping Fees | $67,602 |
MADDOCK FINANCIAL LLC4+ years Filed as: MADDOCK FINANCIAL, LLC Service code 99 · EIN 37-1423407 | Other Fees | $29,344 |
MADDOCK FINANCIAL LLC1 year Filed as: MADDOCK FINANCIAL Service code 99 · EIN 11-1000111 | Other Fees | $7,753 |
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 | $24,815 | $54,237-54.2% | $90,281-72.5% | $67,579-63.3% |
| Participation rate | 98.0% | 68.6%+29.4pp | 73.3%+24.7pp | 71.3%+26.7pp |
| Annual return | 19.34% | 37.27%-17.9pp | 78.10%-58.8pp | 378.56%-359.2pp |
| Employer contribution / active EE | $2,212 | $1,846+19.8% | $2,854-22.5% | $2,148+3.0% |
| Participant deferral / active EE | $1,533 | $2,625-41.6% | $3,885-60.6% | $3,539-56.7% |
| Admin fee / account holder | $116 | $123-6.2% | $5,351-97.8% | $142-18.6% |