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 | $30,677 |
LEGACY ADVISORS LLC3 years Service code 27 · EIN 06-1659806 | Advisory (Plan) | $23,528 |
VOYNOW BAYARD WHYTE AND CO LLP1 year Filed as: VOYNOW, BAYARD, WHYTE & COMPANY LL Service code 10 · EIN 23-2074976 | Accounting | $7,000 |
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 | $52,814 | $54,573-3.2% | $90,951-41.9% | $73,488-28.1% |
| Participation rate | 73.8% | 61.2%+12.6pp | 69.0%+4.8pp | 70.7%+3.1pp |
| Annual return | 12.67% | 16.69%-4.0pp | 134.60%-121.9pp | 28.51%-15.8pp |
| Employer contribution / active EE | $0 | $991-100.0% | $2,122-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $2,771 | $2,517+10.1% | $3,373-17.8% | $3,740-25.9% |
| Admin fee / account holder | $294 | $521-43.6% | $5,959-95.1% | $513-42.6% |