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 LLP6+ years Service code 10 · EIN 13-4008324 | Accounting | $39,500 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $18,308 |
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 | $238,705 | $104,317+128.8% | $159,436+49.7% | $86,799+175.0% |
| Participation rate | 90.0% | 77.7%+12.3pp | 82.8%+7.2pp | 72.3%+17.7pp |
| Annual return | 29.60% | 26.32%+3.3pp | 263.57%-234.0pp | 97.91%-68.3pp |
| Employer contribution / active EE | $2,008 | $3,451-41.8% | $4,829-58.4% | $2,405-16.5% |
| Participant deferral / active EE | $14,503 | $6,837+112.1% | $7,352+97.3% | $4,131+251.1% |
| Admin fee / account holder | $80 | $172-53.5% | $10,799-99.3% | $170-52.7% |