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 |
|---|---|---|
HERTZ HERSON CPA LLP1+ years Service code 99 · EIN 81-2276003 | Other Fees | $0 |
MORNINGSTAR1+ years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $88,987 | $60,165+47.9% | $74,183+20.0% | $55,167+61.3% |
| Participation rate | 80.9% | 74.2%+6.7pp | 76.6%+4.3pp | 69.0%+11.9pp |
| Annual return | 5.75% | 10.00%-4.2pp | 17.74%-12.0pp | 169.23%-163.5pp |
| Employer contribution / active EE | $0 | $1,600-100.0% | $2,370-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $4,638 | $2,973+56.0% | $3,550+30.7% | $3,054+51.9% |
| Admin fee / account holder | $14 | $419-96.6% | $5,586-99.7% | $504-97.2% |