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 |
|---|---|---|
MARCUM LLP4 years Service code 10 · EIN 11-1986323 | Accounting | $47,950 |
PNC BANK, N.A.5+ years Service code 25 · EIN 22-1146430 | Directed Trustee | $38,779 |
NEWPORT GROUP, INC.1 year Service code 15 · EIN 27-2037969 | Recordkeeping | $32,443 |
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 | $98,527 | $48,471+103.3% | $182,532-46.0% | $67,579+45.8% |
| Participation rate | 95.3% | 67.2%+28.1pp | 78.0%+17.3pp | 71.3%+24.0pp |
| Annual return | 20.92% | 31.08%-10.2pp | 148.54%-127.6pp | 378.56%-357.6pp |
| Employer contribution / active EE | $3,156 | $1,461+116.0% | $4,076-22.6% | $2,148+46.9% |
| Participant deferral / active EE | $8,260 | $3,324+148.5% | $5,524+49.5% | $3,539+133.4% |
| Admin fee / account holder | $208 | $151+37.6% | $8,592-97.6% | $142+46.2% |