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 |
|---|---|---|
DAMIANO BURK NUTTALL PC5+ years Filed as: DAMIANO, BURK & NUTTALL, PC Service code 99 · EIN 33-3000333 | Other Fees | $9,700 |
MORNINGSTAR3 years Service code 27 | Advisory (Plan) | $2,861 |
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 | $80,543 | $66,310+21.5% | $93,606-14.0% | $65,185+23.6% |
| Participation rate | 81.9% | 74.0%+7.9pp | 75.8%+6.0pp | 70.2%+11.7pp |
| Annual return | 25.25% | 42.58%-17.3pp | 32.76%-7.5pp | 29.38%-4.1pp |
| Employer contribution / active EE | $643 | $2,012-68.0% | $2,718-76.3% | $2,177-70.4% |
| Participant deferral / active EE | $4,981 | $3,342+49.0% | $4,069+22.4% | $3,514+41.8% |
| Admin fee / account holder | $78 | $6,897-98.9% | $7,888-99.0% | $847-90.8% |