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 |
|---|---|---|
GRASSI & CO2+ years Filed as: GRASSI AND CO, CPAS, PC Service code 10 · EIN 11-3266576 | Accounting | $13,320 |
ASCENSUS LLC2+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $8,375 |
Filed as: ENVESTNET RETIREMENT SOLUTIONS Service code 27 1801 CALIFORNIA ST · DENVER, CO 80202 | Advisory (Plan) | $5,112 |
Filed as: MERRILL LYNCH,PIERCE,FENNER & SMITH Service code 33 · EIN 13-5674085 | Direct payment from the plan; Securit... | $232 |
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 | $63,765 | $75,183-15.2% | $123,892-48.5% | $55,167+15.6% |
| Participation rate | 95.9% | 72.8%+23.1pp | 81.4%+14.5pp | 69.0%+26.9pp |
| Annual return | 7.69% | 19.01%-11.3pp | 47.52%-39.8pp | 169.23%-161.5pp |
| Employer contribution / active EE | $660 | $2,823-76.6% | $4,617-85.7% | $1,963-66.4% |
| Participant deferral / active EE | $7,131 | $5,084+40.2% | $5,984+19.2% | $3,054+133.5% |
| Admin fee / account holder | $100 | $663-84.9% | $8,357-98.8% | $504-80.1% |