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 | $42,903 |
BURNHAM & DELLS ADVISORS2+ years Filed as: BURNHAM AND DELLS ADVISORS Service code 27 · EIN 38-3613362 | Advisory (Plan) | $30,224 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $30,079 | $107,378-72.0% | $108,579-72.3% | $57,658-47.8% |
| Participation rate | 90.2% | 77.1%+13.1pp | 79.6%+10.6pp | 70.2%+20.0pp |
| Annual return | 7.88% | 12.80%-4.9pp | -51.70%+59.6pp | 5.13%+2.7pp |
| Employer contribution / active EE | $508 | $1,782-71.5% | $3,758-86.5% | $1,974-74.2% |
| Participant deferral / active EE | $2,892 | $3,221-10.2% | $4,311-32.9% | $3,061-5.5% |
| Admin fee / account holder | $131 | $108+21.0% | $7,645-98.3% | $95+38.9% |