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 |
|---|---|---|
ELLIOTT DAVIS, LLC5 years Filed as: ELLIOT DAVIS DECOSIMO Service code 10 · EIN 57-0381582 | Accounting | $21,500 |
Service code 37 · EIN 04-2647786 | Loan Processing | $20,715 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $15,589 |
ELLIOTT DAVIS, LLC3 years Filed as: ELLIOT DAVIS DECOSIMO LLC Service code 10 · EIN 57-0381581 | Accounting | $14,100 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $44,939 | $39,948+12.5% | $89,391-49.7% | $73,409-38.8% |
| Participation rate | 67.2% | 50.4%+16.8pp | 68.0%-0.8pp | 72.2%-5.0pp |
| Annual return | 18.67% | 50.12%-31.4pp | 245.62%-226.9pp | 59.29%-40.6pp |
| Employer contribution / active EE | $1,814 | $1,200+51.2% | $2,586-29.8% | $2,234-18.8% |
| Participant deferral / active EE | $4,652 | $2,193+112.2% | $3,890+19.6% | $3,805+22.3% |
| Admin fee / account holder | $89 | $134-33.4% | $4,881-98.2% | $158-43.4% |