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 37 · EIN 04-2647786 | Loan Processing | $381,544 |
AMERICAN FUNDS5+ years Filed as: CAPITAL STRATEGIES INVESTMENT GROU Service code 27 · EIN 26-4789150 | Advisory (Plan) | $75,000 |
Service code 29 · EIN 36-1453176 | Legal | $58,260 |
MMA SECURITIES LLC4 years Filed as: MARSH USA INC Service code 23 · EIN 36-6056987 | Insurance services | $35,876 |
PLANTE & MORAN, PLLC5+ years Service code 10 · EIN 38-1357951 | Accounting | $22,085 |
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 | $120,070 | $156,529-23.3% | $93,606+28.3% | $82,204+46.1% |
| Participation rate | 98.3% | 86.5%+11.7pp | 75.8%+22.4pp | 73.4%+24.9pp |
| Annual return | 20.37% | 20.36%0pp | 32.76%-12.4pp | 26.31%-5.9pp |
| Employer contribution / active EE | $2,444 | $4,800-49.1% | $2,718-10.1% | $2,707-9.7% |
| Participant deferral / active EE | $8,543 | $6,674+28.0% | $4,069+110.0% | $4,246+101.2% |
| Admin fee / account holder | $73 | $65+13.3% | $7,888-99.1% | $76-3.0% |