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 |
|---|---|---|
Service code 12 · EIN 13-3689044 | Claims processing; Investment managem... | $177,119 |
CAMMACK LARHETTE ADVISORS1+ years Service code 16 · EIN 20-4668732 | Consulting | $156,250 |
CARON & BLETZER, PLLC1+ years Service code 10 · EIN 04-3499945 | Accounting | $13,482 |
MID ATLANTIC CAPITAL CORPORATION1+ years Service code 33 · EIN 25-1409618 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES1+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
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 | $72,080 | $37,039+94.6% | $147,614-51.2% | $59,188+21.8% |
| Participation rate | 97.5% | 63.8%+33.7pp | 84.6%+12.9pp | 69.4%+28.1pp |
| Annual return | 2.59% | 7.19%-4.6pp | 61.98%-59.4pp | 5.51%-2.9pp |
| Employer contribution / active EE | $2,531 | $1,353+87.1% | $5,564-54.5% | $2,098+20.7% |
| Participant deferral / active EE | $5,371 | $2,094+156.5% | $4,895+9.7% | $3,265+64.5% |
| Admin fee / account holder | $71 | $60+18.3% | $11,611-99.4% | $92-22.7% |