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 9-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 |
|---|---|---|
Filed as: SNYDER & CLEMENTE Service code 10 · EIN 23-2535812 | Accounting | $6,500 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $5,666 |
Annual investment return 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 | $48,499 | $55,636-12.8% | $81,983-40.8% | $73,488-34.0% |
| Participation rate | 100.0% | 62.3%+37.7pp | 69.2%+30.8pp | 70.7%+29.3pp |
| Annual return | 7.07% | 19.07%-12.0pp | 41.31%-34.2pp | 28.51%-21.4pp |
| Employer contribution / active EE | $1,399 | $1,625-13.9% | $2,498-44.0% | $2,270-38.4% |
| Participant deferral / active EE | $2,320 | $2,762-16.0% | $3,722-37.7% | $3,740-38.0% |
| Admin fee / account holder | $82 | $493-83.4% | $5,664-98.6% | $513-84.1% |