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 |
|---|---|---|
PORTFOLIO EVALUATIONS, INC.3+ years Service code 16 · EIN 22-3189064 | Consulting | $40,900 |
EISNERAMPER LLP1 year Filed as: EISNER AMPER LLP Service code 10 · EIN 13-1639826 | Accounting | $21,525 |
STRATEGIC ADVISORS, INC.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $18,349 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$153,281 |
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $273,663 | $155,795+75.7% | $136,294+100.8% | $69,631+293.0% |
| Participation rate | 97.4% | 75.2%+22.1pp | 81.9%+15.5pp | 70.7%+26.7pp |
| Annual return | 22.01% | 232464.33%-232442.3pp | 5155.94%-5133.9pp | 27571.02%-27549.0pp |
| Employer contribution / active EE | $7,315 | $2,991+144.6% | $4,695+55.8% | $2,032+260.0% |
| Participant deferral / active EE | $10,373 | $5,394+92.3% | $6,247+66.0% | $3,224+221.8% |
| Admin fee / account holder | $107 | $128-16.7% | $9,243-98.8% | $110-3.2% |