Additive hours model · Knockout rules active · All outputs live
0
Deal Identity
1
Plan Information
$
1,000,000
$
150,000
$
6,000
The fee you are quoting the prospect
bps
Off — no asset revenue included
+8 hrs one-time Year 1 setup
2
Complexity Factors
Eligibility Rules+0 hrs
Payroll Schedules+0 hrs
Testing Complexity+0 hrs
Owner / Related Entities+0 hrs
Data Source+0 hrs
Asset Custody+0 hrs
CPA Audit Requiredauto: n/a
+0 hrs
No audit
Cross-Tested / Integrated PS
+0 hrs
Not applicable
Tax Structure+0 hrs
⚠️
Knockout Rule Triggered
This combination of factors triggers a mandatory complexity floor.
Base (vanilla plan)15.0 hrs
Participants (0.05 × n)—
Testing complexity—
Data quality—
Eligibility rules—
Payroll schedules—
Owner / entities—
Asset custody—
CPA audit coordination+2.0 hrs
Cross-tested / integrated PS+2.0 hrs
Partnership SE calculations+2.0 hrs
New/takeover setup (Yr 1 only)+8.0 hrs
⚠ Knockout floor applied—
Total annual service hours—
Ops calibration note: Hours for eligibility, payroll, custody, and owner/entity factors are conservative placeholders. Update these in the Model Assumptions panel below once ops validates estimates from time-tracking data.
Model Assumptions (ops / finance only)
▾ show
Yellow = calibrated by you. Edit only with ops sign-off. All hour estimates drive service cost directly.
Hour Estimates by Factor
hrs
hrs
hrs
hrs
hrs
hrs
hrs
Testing Complexity (addl base hrs)
hrs
hrs
Data Source (addl hrs)
hrs
Placeholder Factors (addl base hrs — tune with ops)