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 |
|---|---|---|
MORRISON COHEN LLP3 years Service code 29 · EIN 13-3205994 | Legal | $40,672 |
STRATEGIC ADVISORS, INC.5+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $16,654 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,776 |
MICHAEL ROSEN & COMPANY1 year Service code 10 · EIN 23-2808145 THE PAVILION - SUITE 511 · JENKINTOWN, PA 19046 | Accounting | $0 |
Form 5500 reported that benefits due were not provided when due.
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 | $78,314 | $69,231+13.1% | $91,989-14.9% | $67,579+15.9% |
| Participation rate | 82.2% | 78.9%+3.3pp | 78.6%+3.6pp | 71.3%+11.0pp |
| Annual return | 26.12% | 32.03%-5.9pp | 69.02%-42.9pp | 378.56%-352.4pp |
| Employer contribution / active EE | $1,664 | $2,284-27.1% | $3,452-51.8% | $2,148-22.5% |
| Participant deferral / active EE | $6,694 | $5,854+14.3% | $5,923+13.0% | $3,539+89.1% |
| Admin fee / account holder | $146 | $107+36.2% | $7,743-98.1% | $142+2.8% |