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 5-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 |
|---|---|---|
PRICEKUBECKA PLLC2 years Filed as: PRICEKUBECKA, PLLC Service code 10 · EIN 75-2783674 | Accounting | $21,500 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $20,088 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,582 | $52,406-87.4% | $129,207-94.9% | $74,495-91.2% |
| Participation rate | 72.9% | 53.8%+19.1pp | 69.6%+3.3pp | 67.2%+5.7pp |
| Annual return | 8.80% | 15.66%-6.9pp | 9417.33%-9408.5pp | 1364.94%-1356.1pp |
| Employer contribution / active EE | $1,112 | $1,531-27.4% | $4,153-73.2% | $2,623-57.6% |
| Participant deferral / active EE | $1,881 | $2,794-32.7% | $4,168-54.9% | $4,346-56.7% |
| Admin fee / account holder | $138 | $2,633-94.8% | $7,715-98.2% | $1,942-92.9% |