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 |
|---|---|---|
ROBERT ROSSI & CO2 years Filed as: ROBERT ROSSI & CO. Service code 10 · EIN 23-2385520 | Accounting | $12,000 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $6,101 |
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 | $55,486 | $69,231-19.9% | $91,989-39.7% | $67,579-17.9% |
| Participation rate | 99.1% | 78.9%+20.2pp | 78.6%+20.5pp | 71.3%+27.8pp |
| Annual return | 18.82% | 32.03%-13.2pp | 69.02%-50.2pp | 378.56%-359.7pp |
| Employer contribution / active EE | $748 | $2,284-67.3% | $3,452-78.3% | $2,148-65.2% |
| Participant deferral / active EE | $3,169 | $5,854-45.9% | $5,923-46.5% | $3,539-10.5% |
| Admin fee / account holder | $31 | $107-71.0% | $7,743-99.6% | $142-78.1% |