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 |
|---|---|---|
Filed as: PRICEWATERHOUSECOOPERS Service code 10 · EIN 13-5510029 | Accounting | $88,556 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$74,271 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $146,620 | $155,795-5.9% | $136,294+7.6% | $69,631+110.6% |
| Participation rate | 74.0% | 75.2%-1.2pp | 81.9%-7.9pp | 70.7%+3.3pp |
| Annual return | 14.07% | 232464.33%-232450.3pp | 5155.94%-5141.9pp | 27571.02%-27557.0pp |
| Employer contribution / active EE | $1,610 | $2,991-46.2% | $4,695-65.7% | $2,032-20.8% |
| Participant deferral / active EE | $8,436 | $5,394+56.4% | $6,247+35.0% | $3,224+161.7% |
| Admin fee / account holder | $17 | $128-86.9% | $9,243-99.8% | $110-84.8% |