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 |
|---|---|---|
MARCO CONSULTING GROUP2+ years Filed as: MARCO CONSULTING Service code 28 · EIN 36-3555074 550 W. WASHINGTON BLVD. SUITE 900 · CHICAGO, IL 660612501 | Investment Management | $18,000 |
D'ARCANGELO & CO., LLP2+ years Filed as: D'ARCANGELO & CO. LLP Service code 10 · EIN 13-2550103 120 LOMOND COURT · UTICA, NY 13502 | Accounting | $15,600 |
Filed as: TREVETT CRISTO SALZER Service code 29 · EIN 16-1278314 2 STATE STREET · ROCHESTER, NY 14614 | Legal | $12,639 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $63,808 | $57,921+10.2% | $84,750-24.7% | $57,658+10.7% |
| Participation rate | 99.9% | 72.9%+26.9pp | 76.6%+23.3pp | 70.2%+29.6pp |
| Annual return | 4.21% | 10.24%-6.0pp | 22.78%-18.6pp | 5.13%-0.9pp |
| Employer contribution / active EE | $2,435 | $2,598-6.3% | $3,574-31.9% | $1,974+23.4% |
| Participant deferral / active EE | $624 | $2,742-77.2% | $3,712-83.2% | $3,061-79.6% |
| Admin fee / account holder | $150 | $130+15.7% | $5,332-97.2% | $95+58.8% |