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 |
|---|---|---|
Filed as: GREENBERG, ROSENBLATT, KULL & BITS Service code 10 · EIN 04-2687094 | Accounting | $50,046 |
Service code 37 · EIN 04-2647786 | Loan Processing | $6,194 |
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 | $66,024 | $111,608-40.8% | $177,821-62.9% | $73,409-10.1% |
| Participation rate | 82.5% | 87.9%-5.3pp | 87.7%-5.2pp | 72.2%+10.3pp |
| Annual return | 19.93% | 18.23%+1.7pp | 48.32%-28.4pp | 59.29%-39.4pp |
| Employer contribution / active EE | $1,651 | $3,796-56.5% | $5,918-72.1% | $2,234-26.1% |
| Participant deferral / active EE | $4,823 | $6,199-22.2% | $7,714-37.5% | $3,805+26.7% |
| Admin fee / account holder | $110 | $166-33.5% | $12,427-99.1% | $158-30.3% |