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 |
|---|---|---|
Filed as: LAVINE,LOFGREN,MORRIS&EN Service code 10 · EIN 33-0690020 | Accounting | $8,950 |
AON CONSULTING3+ years Filed as: AON HEWITT INVESTMENT CONSULTING Service code 27 · EIN 22-2232264 | Advisory (Plan) | $8,400 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,669 |
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 | $45,517 | $53,925-15.6% | $75,670-39.8% | $69,631-34.6% |
| Participation rate | 92.1% | 71.2%+20.9pp | 72.3%+19.7pp | 70.7%+21.4pp |
| Annual return | 17.85% | 17.84%0pp | 27.34%-9.5pp | 27571.02%-27553.2pp |
| Employer contribution / active EE | $1,528 | $1,802-15.2% | $2,352-35.0% | $2,032-24.8% |
| Participant deferral / active EE | $4,505 | $2,569+75.4% | $3,142+43.4% | $3,224+39.8% |
| Admin fee / account holder | $63 | $97-35.6% | $5,800-98.9% | $110-43.4% |