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 | $31,555 |
BURNHAM & DELLS ADVISORS1 year Filed as: BURHAM AND DELLS Service code 27 · EIN 38-3613362 | Advisory (Plan) | $25,076 |
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 | $49,982 | $36,767+35.9% | $81,478-38.7% | $62,292-19.8% |
| Participation rate | 94.9% | 54.4%+40.4pp | 68.0%+26.9pp | 69.5%+25.4pp |
| Annual return | 16.94% | 173.80%-156.9pp | 38.78%-21.8pp | 28.90%-12.0pp |
| Employer contribution / active EE | $665 | $1,128-41.1% | $2,568-74.1% | $2,042-67.5% |
| Participant deferral / active EE | $3,865 | $2,111+83.1% | $3,537+9.3% | $3,169+22.0% |
| Admin fee / account holder | $212 | $797-73.4% | $4,561-95.3% | $479-55.8% |