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 55 200 N SEPULVEDA BLVD STE 1200 · EL SEGUNDO, CA 902455670 | Other Commissions | $66,711 |
ARMANINO LLP1 year Service code 10 12667 ALCOSTA BLVD STE 500 · SAN RAMON, CA 94583 | Accounting | $18,893 |
TUTHILL,JANET1 year Service code 99 6556 ST MORITZ AVE · DALLAS, TX 75214 | Other Fees | $13,000 |
Filed as: ADMINISTRATIVE FIDUCIARY SERVICES I Service code 99 10777 NORTHWEST FWY STE 440 · HOUSTON, TX 77092 | Other Fees | $5,909 |
Service code 27 6011 WEST COURTYARD DR · AUSTIN, TX 78730 | Advisory (Plan) | $5,097 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $894 |
DAVID ROMANO1 year Filed as: DAVID W. RALSTON, P.C. Service code 99 8131 LBJ FREEWAY · DALLAS, TX 75251 | Other Fees | $375 |
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 | $96,528 | $155,795-38.0% | $136,294-29.2% | $69,631+38.6% |
| Participation rate | 70.7% | 75.2%-4.6pp | 81.9%-11.2pp | 70.7%0pp |
| Annual return | 18.45% | 232464.33%-232445.9pp | 5155.94%-5137.5pp | 27571.02%-27552.6pp |
| Employer contribution / active EE | $1,931 | $2,991-35.5% | $4,695-58.9% | $2,032-5.0% |
| Participant deferral / active EE | $6,188 | $5,394+14.7% | $6,247-1.0% | $3,224+91.9% |
| Admin fee / account holder | $135 | $128+5.3% | $9,243-98.5% | $110+22.3% |