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 |
|---|---|---|
CALLAN LLC2 years Filed as: CALLAN ASSOCIATES INC Service code 16 · EIN 94-2192581 | Consulting | $97,825 |
STRATEGIC ADVISORS, INC.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $84,333 |
Service code 37 · EIN 04-2647786 | Loan Processing | $67,669 |
RKL LLP1 year Filed as: REINSEL KUNTZ LESHER LLP Service code 10 · EIN 23-2108173 | Accounting | $12,100 |
WITHUMSMITH+BROWN, PC1 year Filed as: PARKER, HUDSON, RAINER & DOBBS LLP Service code 29 · EIN 58-1423485 | Legal | $5,390 |
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 | $137,277 | $88,730+54.7% | $82,313+66.8% | $77,958+76.1% |
| Participation rate | 90.7% | 84.5%+6.2pp | 76.9%+13.8pp | 71.6%+19.1pp |
| Annual return | 15.29% | 20.88%-5.6pp | 25.88%-10.6pp | 20.87%-5.6pp |
| Employer contribution / active EE | $4,369 | $2,758+58.4% | $2,428+79.9% | $2,310+89.1% |
| Participant deferral / active EE | $6,207 | $4,634+33.9% | $3,706+67.5% | $3,537+75.5% |
| Admin fee / account holder | $150 | $74+102.4% | $5,608-97.3% | $97+53.7% |