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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $17,758 |
LOWEY, STOLZENBERG & EDELSTEIN3 years Filed as: LOWEY, STOLZENBERG & EDELSTEIN, LL Service code 10 · EIN 11-3348703 | Accounting | $14,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $30,288 | $35,485-14.6% | $74,550-59.4% | $55,725-45.6% |
| Participation rate | 43.1% | 62.5%-19.5pp | 69.1%-26.1pp | 70.9%-27.8pp |
| Annual return | -6.27% | 0.72%-7.0pp | 32.53%-38.8pp | 244.93%-251.2pp |
| Employer contribution / active EE | $1,305 | $777+67.9% | $1,961-33.5% | $2,078-37.2% |
| Participant deferral / active EE | $2,140 | $2,181-1.9% | $3,108-31.2% | $3,356-36.2% |
| Admin fee / account holder | $76 | $114-33.8% | $5,060-98.5% | $115-34.3% |