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 7-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 |
|---|---|---|
INSTITUTIONAL INVESTMENT COUNSEL2+ years Service code 16 · EIN 81-0635433 | Consulting | $20,000 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $18,795 |
Filed as: STEPHEN C HIMEL - CERTIFIED PUBLIC Service code 10 · EIN 20-8410792 | Accounting | $8,750 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $103,587 | $47,922+116.2% | $75,886+36.5% | $65,185+58.9% |
| Participation rate | 93.9% | 63.0%+30.9pp | 69.3%+24.6pp | 70.2%+23.7pp |
| Annual return | 21.10% | 24.12%-3.0pp | 30.76%-9.7pp | 29.38%-8.3pp |
| Employer contribution / active EE | $5,762 | $1,557+270.0% | $2,500+130.4% | $2,177+164.7% |
| Participant deferral / active EE | $6,875 | $2,550+169.6% | $3,603+90.8% | $3,514+95.7% |
| Admin fee / account holder | $400 | $532-24.8% | $5,418-92.6% | $847-52.8% |