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 |
|---|---|---|
401K ADVISORS INC1+ years Filed as: 401K ADVISORS, INC. Service code 27 · EIN 33-0905143 | Advisory (Plan) | $30,000 |
Filed as: LAVINE, LOFGREN, MORRIS, & ENGELBER Service code 10 · EIN 33-0690020 | Accounting | $20,490 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $18,939 |
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 | $28,059 | $36,978-24.1% | $155,790-82.0% | $59,188-52.6% |
| Participation rate | 94.3% | 62.7%+31.5pp | 76.1%+18.2pp | 69.4%+24.9pp |
| Annual return | 1.82% | 5.44%-3.6pp | 71.54%-69.7pp | 5.51%-3.7pp |
| Employer contribution / active EE | $1,408 | $1,222+15.3% | $3,836-63.3% | $2,098-32.9% |
| Participant deferral / active EE | $3,783 | $2,795+35.4% | $4,797-21.1% | $3,265+15.9% |
| Admin fee / account holder | $39 | $65-39.9% | $7,478-99.5% | $92-57.6% |