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 |
|---|---|---|
MILLER KAPLAN ARASE LLP3+ years Service code 10 · EIN 95-2036255 | Accounting | $2,380 |
Service code 37 · EIN 04-2647786 | Loan Processing | $700 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
See 1 reportable transaction. $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.
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 | $25,537 | $65,592-61.1% | $90,160-71.7% | $69,631-63.3% |
| Participation rate | 85.1% | 77.6%+7.4pp | 76.9%+8.2pp | 70.7%+14.4pp |
| Annual return | 33.53% | 57.10%-23.6pp | 34.88%-1.3pp | 27571.02%-27537.5pp |
| Employer contribution / active EE | $72 | $2,193-96.7% | $3,318-97.8% | $2,032-96.4% |
| Participant deferral / active EE | $7,294 | $5,257+38.8% | $5,288+37.9% | $3,224+126.3% |
| Admin fee / account holder | $7 | $86-91.5% | $5,943-99.9% | $110-93.4% |