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 |
|---|---|---|
MARKS PANETH LLP1 year Filed as: MARKS PANETH Service code 16 · EIN 11-3518842 | Consulting | $21,500 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $10,190 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,669 |
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 | $69,732 | $80,005-12.8% | $140,016-50.2% | $55,725+25.1% |
| Participation rate | 93.6% | 87.0%+6.6pp | 87.5%+6.1pp | 70.9%+22.8pp |
| Annual return | -4.99% | 0.46%-5.4pp | 651.12%-656.1pp | 244.93%-249.9pp |
| Employer contribution / active EE | $6,080 | $3,403+78.7% | $5,606+8.5% | $2,078+192.5% |
| Participant deferral / active EE | $9,034 | $5,264+71.6% | $6,927+30.4% | $3,356+169.2% |
| Admin fee / account holder | $72 | $116-37.4% | $10,705-99.3% | $115-37.1% |