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 4-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 |
|---|---|---|
EISNERAMPER LLP1 year Filed as: EISNER AMPER Service code 99 · EIN 13-1639826 | Other Fees | $32,800 |
Service code 99 · EIN 91-1678671 | Other Fees | $11,880 |
FOX ROTHSCHILD LLP1 year Filed as: FOX ROTHSCHILD Service code 99 | Other Fees | $10,341 |
Filed as: VOYA RETIREMENT INS. AND ANNUITY CO Service code 26 · EIN 71-0294708 | Advisory (Participants) | $9,532 |
FOX ROTHSCHILD LLP1 year Service code 99 · EIN 23-1404723 | Other Fees | $0 |
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 | $172,842 | $75,183+129.9% | $123,892+39.5% | $55,167+213.3% |
| Participation rate | 81.8% | 72.8%+8.9pp | 81.4%+0.3pp | 69.0%+12.8pp |
| Annual return | 6.75% | 19.01%-12.3pp | 47.52%-40.8pp | 169.23%-162.5pp |
| Employer contribution / active EE | $0 | $2,823-100.0% | $4,617-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $8,396 | $5,084+65.1% | $5,984+40.3% | $3,054+174.9% |
| Admin fee / account holder | $58 | $663-91.2% | $8,357-99.3% | $504-88.4% |