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 LLP4+ years Service code 10 · EIN 13-4008324 | Accounting | $39,739 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $13,368 |
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 | $183,927 | $88,122+108.7% | $141,162+30.3% | $67,579+172.2% |
| Participation rate | 88.4% | 76.5%+12.0pp | 82.5%+6.0pp | 71.3%+17.2pp |
| Annual return | 8.14% | 75.40%-67.3pp | 71.39%-63.3pp | 378.56%-370.4pp |
| Employer contribution / active EE | $2,016 | $3,224-37.5% | $4,735-57.4% | $2,148-6.1% |
| Participant deferral / active EE | $12,960 | $5,958+117.5% | $6,709+93.2% | $3,539+266.2% |
| Admin fee / account holder | $73 | $131-44.5% | $10,261-99.3% | $142-48.9% |