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 5-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: EISNERAMPER, LLP Service code 10 · EIN 13-1639826 | Accounting | $43,600 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$9,868 |
Form 5500 reported that benefits due were not provided when due.
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 | $101,251 | $86,372+17.2% | $123,892-18.3% | $65,292+55.1% |
| Participation rate | 91.8% | 76.9%+14.8pp | 81.4%+10.4pp | 72.4%+19.3pp |
| Annual return | 6.87% | 11.27%-4.4pp | 47.52%-40.6pp | 11.84%-5.0pp |
| Employer contribution / active EE | $6,806 | $2,838+139.8% | $4,617+47.4% | $2,302+195.7% |
| Participant deferral / active EE | $8,988 | $5,625+59.8% | $5,984+50.2% | $3,579+151.2% |
| Admin fee / account holder | $11 | $53-79.5% | $8,357-99.9% | $57-81.2% |