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 INC5+ years Filed as: 401K ADVISORS, INC. Service code 27 · EIN 33-0905143 | Advisory (Plan) | $40,000 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $33,005 |
Filed as: LAVINE, LOFGREN, MORRIS, & ENGELBER Service code 10 · EIN 33-0690020 | Accounting | $20,900 |
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 | $56,276 | $48,072+17.1% | $182,532-69.2% | $77,787-27.7% |
| Participation rate | 96.2% | 64.3%+31.9pp | 78.0%+18.2pp | 73.2%+23.0pp |
| Annual return | 23.02% | 31.26%-8.2pp | 148.54%-125.5pp | 32.57%-9.6pp |
| Employer contribution / active EE | $1,900 | $1,453+30.8% | $4,076-53.4% | $2,504-24.1% |
| Participant deferral / active EE | $6,058 | $3,209+88.8% | $5,524+9.7% | $3,967+52.7% |
| Admin fee / account holder | $57 | $131-56.3% | $8,592-99.3% | $100-42.6% |