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.4+ years Service code 16 · EIN 22-3189064 | Consulting | $42,127 |
STRATEGIC ADVISORS, INC.4+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $25,398 |
EISNERAMPER LLP2 years Filed as: EISNER AMPER LLP Service code 10 · EIN 13-1639826 | Accounting | $21,840 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$102,161 |
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 | $260,020 | $75,388+244.9% | $123,544+110.5% | $55,725+366.6% |
| Participation rate | 96.7% | 75.7%+21.0pp | 82.3%+14.4pp | 70.9%+25.8pp |
| Annual return | -4.44% | 4.48%-8.9pp | 119.20%-123.6pp | 244.93%-249.4pp |
| Employer contribution / active EE | $7,958 | $3,063+159.8% | $4,628+72.0% | $2,078+282.9% |
| Participant deferral / active EE | $11,395 | $5,651+101.7% | $6,426+77.3% | $3,356+239.6% |
| Admin fee / account holder | $119 | $120-1.0% | $9,284-98.7% | $115+2.9% |