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, LLP6 years Filed as: PKF O'CONNOR DAVIES Service code 10 · EIN 27-1728945 | Accounting | $19,000 |
STRATEGIC ADVISORS, INC.9 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $17,645 |
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 | $68,158 | $62,624+8.8% | $177,989-61.7% | $77,643-12.2% |
| Participation rate | 87.6% | 66.8%+20.8pp | 77.1%+10.5pp | 70.6%+17.0pp |
| Annual return | 16.83% | 16.16%+0.7pp | 294.48%-277.7pp | 31.24%-14.4pp |
| Employer contribution / active EE | $502 | $1,909-73.7% | $3,949-87.3% | $2,726-81.6% |
| Participant deferral / active EE | $4,327 | $4,219+2.6% | $6,276-31.1% | $4,647-6.9% |
| Admin fee / account holder | $42 | $386-89.0% | $10,363-99.6% | $430-90.2% |