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 |
|---|---|---|
MH CPA PLLC2+ years Filed as: CPA ASSOCIATES PC Service code 10 · EIN 42-1144302 | Accounting | $9,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $8,538 |
STRATEGIC ADVISORS, INC.1+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,067 |
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 | $54,208 | $63,905-15.2% | $74,183-26.9% | $57,658-6.0% |
| Participation rate | 94.5% | 79.8%+14.8pp | 76.6%+17.9pp | 70.2%+24.3pp |
| Annual return | 7.10% | 60.60%-53.5pp | 17.74%-10.6pp | 5.13%+2.0pp |
| Employer contribution / active EE | $2,264 | $1,840+23.0% | $2,370-4.5% | $1,974+14.7% |
| Participant deferral / active EE | $2,999 | $3,448-13.0% | $3,550-15.5% | $3,061-2.0% |
| Admin fee / account holder | $48 | $91-47.8% | $5,586-99.1% | $95-49.7% |