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 |
|---|---|---|
PKF O'CONNOR DAVIES, LLP2 years Filed as: PKF O'CONNOR DAVIES Service code 10 665 FIFTH AVENUE · NEW YORK, NY 10022 | Accounting | $24,800 |
ROBERTS & HOLLAND3+ years Filed as: ROBERTS & HOLLAND LLP Service code 70 · EIN 13-1833405 | Consulting Fees | $9,062 |
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 | $218,182 | $81,537+167.6% | $149,718+45.7% | $69,631+213.3% |
| Participation rate | 97.0% | 86.1%+10.9pp | 87.1%+9.9pp | 70.7%+26.3pp |
| Annual return | 15.40% | 22.79%-7.4pp | 1501.63%-1486.2pp | 27571.02%-27555.6pp |
| Employer contribution / active EE | $8,624 | $3,239+166.3% | $5,445+58.4% | $2,032+324.4% |
| Participant deferral / active EE | $12,140 | $4,994+143.1% | $6,569+84.8% | $3,224+276.6% |
| Admin fee / account holder | $77 | $107-28.0% | $11,283-99.3% | $110-30.3% |