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 6-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 |
|---|---|---|
KATZ, SAPPER & MILLER1 year Filed as: KATZ SAPPER & MILLER Service code 10 · EIN 35-2123203 | Accounting | $49,500 |
THE VANGUARD GROUP, INC.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $41,704 |
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.
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 | $87,739 | $138,427-36.6% | $97,995-10.5% | $69,631+26.0% |
| Participation rate | 89.0% | 90.0%-1.0pp | 82.4%+6.6pp | 70.7%+18.3pp |
| Annual return | 18.97% | 26.21%-7.2pp | 23.94%-5.0pp | 27571.02%-27552.1pp |
| Employer contribution / active EE | $2,391 | $4,858-50.8% | $4,158-42.5% | $2,032+17.6% |
| Participant deferral / active EE | $5,848 | $7,165-18.4% | $5,097+14.7% | $3,224+81.4% |
| Admin fee / account holder | $120 | $101+19.2% | $5,943-98.0% | $110+8.8% |