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 |
|---|---|---|
Service code 27 · EIN 59-2937883 | Advisory (Plan) | $238,919 |
Service code 37 · EIN 04-2647786 | Loan Processing | $83,835 |
MARCUM LLP2 years Filed as: SKODA MINOTTI Service code 16 · EIN 34-1945206 | Consulting | $47,600 |
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 | $183,568 | $47,456+286.8% | $172,739+6.3% | $77,787+136.0% |
| Participation rate | 88.6% | 66.3%+22.3pp | 82.6%+5.9pp | 73.2%+15.4pp |
| Annual return | 28.85% | 35.57%-6.7pp | 802.84%-774.0pp | 32.57%-3.7pp |
| Employer contribution / active EE | $15,082 | $1,574+858.1% | $5,143+193.3% | $2,504+502.2% |
| Participant deferral / active EE | $8,792 | $2,560+243.5% | $5,198+69.2% | $3,967+121.6% |
| Admin fee / account holder | $66 | $81-18.7% | $13,954-99.5% | $100-34.3% |