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 7-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 13 · EIN 06-1050034 | Contract Administrator | $103,722 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $30,000 |
BAKER TILLY US, LLP1 year Filed as: BAKER TILLY VIRCHOW KRAUSE Service code 10 · EIN 39-0859910 | Accounting | $17,500 |
Service code 10 · EIN 47-1767422 | Accounting | $14,000 |
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 | $106,340 | $48,592+118.8% | $185,823-42.8% | $90,288+17.8% |
| Participation rate | 76.4% | 66.2%+10.1pp | 78.0%-1.7pp | 73.4%+3.0pp |
| Annual return | 16.79% | 68.51%-51.7pp | 35.95%-19.2pp | 53.97%-37.2pp |
| Employer contribution / active EE | $2,058 | $1,389+48.2% | $4,087-49.6% | $2,524-18.5% |
| Participant deferral / active EE | $6,176 | $3,463+78.4% | $5,632+9.7% | $4,232+45.9% |
| Admin fee / account holder | $164 | $77+111.7% | $9,500-98.3% | $114+43.8% |