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., LLP2+ years Service code 10 · EIN 13-2550103 | Accounting | $12,300 |
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).
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 | $28,804 | $45,719-37.0% | $96,139-70.0% | $93,030-69.0% |
| Participation rate | 36.2% | 45.8%-9.7pp | 68.4%-32.3pp | 73.9%-37.7pp |
| Annual return | 98.35% | 3211.95%-3113.6pp | 191.94%-93.6pp | 158.70%-60.4pp |
| Employer contribution / active EE | $272 | $1,139-76.1% | $2,797-90.3% | $2,706-90.0% |
| Participant deferral / active EE | $704 | $2,344-70.0% | $4,349-83.8% | $4,562-84.6% |
| Admin fee / account holder | $99 | $128-22.7% | $5,537-98.2% | $152-34.8% |