Filed June 28, 2023
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 |
|---|---|---|
PKF O'CONNOR DAVIES, LLP5 years Filed as: PKF O'CONNOR DAVIES Service code 10 · EIN 27-1728945 | Accounting | $18,500 |
STRATEGIC ADVISORS, INC.8 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $16,044 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $61,047 | $56,638+7.8% | $169,368-64.0% | $74,419-18.0% |
| Participation rate | 83.8% | 67.5%+16.3pp | 77.1%+6.7pp | 70.7%+13.1pp |
| Annual return | 20.74% | 24.75%-4.0pp | 405.60%-384.9pp | 34.38%-13.6pp |
| Employer contribution / active EE | $449 | $2,027-77.8% | $4,013-88.8% | $2,637-83.0% |
| Participant deferral / active EE | $3,954 | $4,223-6.4% | $6,221-36.4% | $4,528-12.7% |
| Admin fee / account holder | $44 | $307-85.8% | $9,003-99.5% | $348-87.5% |