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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $17,073 |
MARCUM LLP1 year Service code 10 · EIN 11-1986323 | Accounting | $11,845 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,421 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $28,575 | $41,467-31.1% | $67,313-57.5% | $55,725-48.7% |
| Participation rate | 93.6% | 62.5%+31.1pp | 69.1%+24.5pp | 70.9%+22.7pp |
| Annual return | -5.22% | 0.82%-6.0pp | -4.08%-1.1pp | 244.93%-250.2pp |
| Employer contribution / active EE | $0 | $1,316-100.0% | $2,566-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $3,036 | $2,399+26.5% | $3,568-14.9% | $3,356-9.5% |
| Admin fee / account holder | $46 | $102-54.9% | $4,507-99.0% | $115-60.0% |