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 |
|---|---|---|
D'ARCANGELO & CO., LLP1+ years Service code 10 · EIN 13-2550103 | Accounting | $10,300 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $83,810 | $39,948+109.8% | $89,391-6.2% | $73,409+14.2% |
| Participation rate | 38.8% | 50.4%-11.6pp | 68.0%-29.2pp | 72.2%-33.4pp |
| Annual return | 93.52% | 50.12%+43.4pp | 245.62%-152.1pp | 59.29%+34.2pp |
| Employer contribution / active EE | $534 | $1,200-55.5% | $2,586-79.3% | $2,234-76.1% |
| Participant deferral / active EE | $1,748 | $2,193-20.3% | $3,890-55.1% | $3,805-54.1% |
| Admin fee / account holder | $279 | $134+108.0% | $4,881-94.3% | $158+76.9% |