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 |
|---|---|---|
Service code 55 · EIN 86-0588303 | Other Commissions | $14,269 |
GORFINE SCHILLER & GARDYN PA2 years Filed as: GORFINE, SCHILLER & GARDYN, P.A. Service code 10 · EIN 52-1231901 | Accounting | $6,925 |
Filed as: PARKWOOD ASSOCIATES, INC Service code 16 · EIN 71-0960754 | Consulting | $5,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,713 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $15,617 | $44,989-65.3% | $170,442-90.8% | $77,958-80.0% |
| Participation rate | 22.0% | 64.6%-42.6pp | 83.6%-61.6pp | 71.6%-49.6pp |
| Annual return | 26.90% | 19.61%+7.3pp | 205.93%-179.0pp | 20.87%+6.0pp |
| Employer contribution / active EE | $139 | $1,466-90.5% | $5,433-97.4% | $2,310-94.0% |
| Participant deferral / active EE | $625 | $2,208-71.7% | $4,939-87.3% | $3,537-82.3% |
| Admin fee / account holder | $40 | $69-42.2% | $13,880-99.7% | $97-59.1% |