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 |
|---|---|---|
PRICEWATERHOUSECOOPERS LLP1+ years Service code 10 · EIN 13-4008324 | Accounting | $37,308 |
COOK STREET CONSULTING1+ years Service code 27 · EIN 84-0854432 | Advisory (Plan) | $19,359 |
SEYFARTH SHAW LLP1+ years Service code 29 · EIN 36-2152202 | Legal | $6,387 |
Filed as: FIDELITY INVESTMENTS Service code 37 · EIN 04-2647786 | Loan Processing | $3,164 |
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 | $107,721 | $88,324+22.0% | $115,037-6.4% | $55,191+95.2% |
| Participation rate | 91.9% | 72.5%+19.4pp | 81.4%+10.5pp | 69.2%+22.7pp |
| Annual return | 1.25% | 6.30%-5.0pp | 26.14%-24.9pp | 10.78%-9.5pp |
| Employer contribution / active EE | $939 | $2,805-66.5% | $4,608-79.6% | $1,899-50.5% |
| Participant deferral / active EE | $10,822 | $5,042+114.6% | $6,026+79.6% | $3,046+255.3% |
| Admin fee / account holder | -$61 | $105-157.5% | $8,175-100.7% | $91-166.8% |