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 37 · EIN 04-2647786 | Loan Processing | $77,765 |
Filed as: RESOURCES INVESTMENT ADVISORS, LLC Service code 16 · EIN 43-1451524 | Consulting | $38,438 |
Filed as: MOOD FAMIGLIETTI ANDRONICO Service code 10 · EIN 04-3077056 | Accounting | $20,490 |
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 | $95,585 | $100,801-5.2% | $149,696-36.1% | $73,409+30.2% |
| Participation rate | 95.4% | 77.7%+17.8pp | 82.5%+13.0pp | 72.2%+23.3pp |
| Annual return | 26.29% | 265.34%-239.0pp | 276.60%-250.3pp | 59.29%-33.0pp |
| Employer contribution / active EE | $5,100 | $3,312+54.0% | $4,644+9.8% | $2,234+128.3% |
| Participant deferral / active EE | $14,527 | $6,404+126.8% | $6,842+112.3% | $3,805+281.8% |
| Admin fee / account holder | $155 | $181-14.4% | $9,309-98.3% | $158-2.0% |