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 |
|---|---|---|
MCKONLY & ASBURY LLP1 year Filed as: MCKONLY & ASBURY CPA Service code 10 · EIN 23-1909723 | Accounting | $0 |
SATURNA TRUST COMPANY5 years Service code 15 · EIN 26-3918998 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $71,568 | $55,415+29.1% | $155,509-54.0% | $74,495-3.9% |
| Participation rate | 64.2% | 61.9%+2.2pp | 78.2%-14.0pp | 67.2%-3.0pp |
| Annual return | 14.02% | 268.50%-254.5pp | 64.67%-50.6pp | 1364.94%-1350.9pp |
| Employer contribution / active EE | $2,683 | $2,267+18.4% | $4,672-42.6% | $2,623+2.3% |
| Participant deferral / active EE | $3,647 | $2,836+28.6% | $5,626-35.2% | $4,346-16.1% |
| Admin fee / account holder | $7 | $1,738-99.6% | $15,912-100.0% | $1,942-99.6% |