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, LLP1+ years Service code 10 · EIN 27-1728945 | Accounting | $13,050 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$64,968 |
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 | $80,816 | $70,106+15.3% | $80,975-0.2% | $63,975+26.3% |
| Participation rate | 98.4% | 79.4%+19.1pp | 75.8%+22.6pp | 71.1%+27.3pp |
| Annual return | 10.85% | 13.93%-3.1pp | 17.10%-6.3pp | 48.65%-37.8pp |
| Employer contribution / active EE | $4,202 | $2,042+105.8% | $3,714+13.1% | $2,182+92.6% |
| Participant deferral / active EE | $8,211 | $5,245+56.6% | $5,696+44.1% | $3,356+144.6% |
| Admin fee / account holder | -$14 | $57-125.4% | $5,516-100.3% | $70-120.6% |