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 | $28,837 |
LEGACY ADVISORS LLC1 year Service code 27 · EIN 06-1659806 | Advisory (Plan) | $22,186 |
PRESTON AND COMPANY4+ years Service code 10 · EIN 23-2022858 | Accounting | $7,165 |
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 | $44,620 | $42,548+4.9% | $74,550-40.1% | $56,287-20.7% |
| Participation rate | 80.2% | 60.5%+19.7pp | 69.1%+11.0pp | 69.9%+10.3pp |
| Annual return | -4.78% | 12.40%-17.2pp | 32.53%-37.3pp | -9.96%+5.2pp |
| Employer contribution / active EE | $0 | $855-100.0% | $1,961-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $2,886 | $2,277+26.7% | $3,108-7.1% | $3,350-13.8% |
| Admin fee / account holder | $295 | $467-36.8% | $5,060-94.2% | $521-43.3% |