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 |
|---|---|---|
ECONOMOU & FLOOD, PC1+ years Service code 99 · EIN 31-1120201 | Other Fees | $6,996 |
Participant 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 | $50,139 | $45,283+10.7% | $155,790-67.8% | $52,331-4.2% |
| Participation rate | 94.0% | 62.2%+31.8pp | 76.1%+17.9pp | 68.1%+25.9pp |
| Annual return | 0.38% | 1.80%-1.4pp | 71.54%-71.2pp | 4.54%-4.2pp |
| Employer contribution / active EE | $3,335 | $1,329+151.0% | $3,836-13.1% | $1,882+77.2% |
| Participant deferral / active EE | $535 | $2,854-81.3% | $4,797-88.8% | $3,022-82.3% |
| Admin fee / account holder | $39 | $981-96.1% | $7,478-99.5% | $592-93.5% |