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 64 · EIN 04-2647786 | Recordkeeping Fees | $39,779 |
Service code 27 · EIN 82-0560956 | Advisory (Plan) | $20,000 |
NONTE & COMPANY3 years Filed as: NONTE & COMPANY LLC Service code 10 · EIN 35-2029934 | Accounting | $13,250 |
NONTE & COMPANY5+ years Service code 10 · EIN 35-2029934 | Accounting | $12,000 |
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 | $42,532 | $73,404-42.1% | $87,100-51.2% | $67,579-37.1% |
| Participation rate | 91.4% | 80.9%+10.5pp | 76.9%+14.5pp | 71.3%+20.1pp |
| Annual return | 20.34% | 48.29%-28.0pp | 28.19%-7.8pp | 378.56%-358.2pp |
| Employer contribution / active EE | $917 | $2,014-54.5% | $2,521-63.6% | $2,148-57.3% |
| Participant deferral / active EE | $3,304 | $3,913-15.6% | $4,049-18.4% | $3,539-6.7% |
| Admin fee / account holder | $285 | $142+101.5% | $7,497-96.2% | $142+100.5% |