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, LLP1 year Service code 10 · EIN 27-1728945 500 MAMARONECK AVENUE, SUITE 301 · HARRISON, NY 10528 | Accounting | $16,043 |
BAKER TILLY US, LLP4 years Filed as: BAKER TILLY VANTAGEN, LLC Service code 13 · EIN 23-2932984 2599 WILMINGTON ROAD · NEW CASTLE, PA 16105 | Contract Administrator | $5,374 |
Service code 12 · EIN 82-4555287 6455 IRVINE CENTER DRIVE · IRVIN, CA 92618 | Contract Administrator; Recordkeeping... | $450 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,982 | $87,870+7.0% | $113,168-17.0% | $74,304+26.5% |
| Participation rate | 86.3% | 70.7%+15.5pp | 76.6%+9.7pp | 60.3%+25.9pp |
| Annual return | 15.90% | 26.44%-10.5pp | 24.27%-8.4pp | 29.43%-13.5pp |
| Employer contribution / active EE | $0 | $2,277-100.0% | $2,975-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $3,848 | $4,241-9.3% | $5,107-24.7% | $3,767+2.1% |
| Admin fee / account holder | $146 | $3,368-95.7% | $12,068-98.8% | $2,969-95.1% |