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 6-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 |
|---|---|---|
Filed as: ADVANTAGE INVESTMENT MANAGEMENT Service code 27 · EIN 26-3061540 | Advisory (Plan) | $168,176 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 49 · EIN 04-1590850 | Other Services | $118,463 |
SOUDERS FINANCIAL ADVISORS LLC1+ years Service code 27 · EIN 82-4516448 | Advisory (Plan) | $101,447 |
INDEPENDENT FINANCIAL PARTNERS1+ years Service code 27 · EIN 59-3331424 | Advisory (Plan) | $24,073 |
Filed as: PHILLIP C MAY P.C. Service code 10 · EIN 80-0794417 | Accounting | $7,500 |
Filed as: PHILLIP C. MAY P.C.CERTIFIED PUBLIC Service code 10 · EIN 80-0794417 | Accounting | $7,500 |
AMERICAN REALTY ADVISORS1+ years Filed as: AMERICAN PENSION SERVICES, LLC Service code 13 2451 MCMULLEN BOOTH ROAD STE 200 · CLEARWATER, FL 33759 | Contract Administrator | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $44,650 | $34,813+28.3% | $84,611-47.2% | $82,204-45.7% |
| Participation rate | 23.3% | 33.8%-10.5pp | 68.2%-44.9pp | 73.4%-50.1pp |
| Annual return | 0.00% | 44.87%-44.9pp | 258.74%-258.7pp | 26.31%-26.3pp |
| Employer contribution / active EE | $355 | $718-50.6% | $2,652-86.6% | $2,707-86.9% |
| Participant deferral / active EE | $1,077 | $1,334-19.3% | $3,899-72.4% | $4,246-74.6% |
| Admin fee / account holder | $53 | $107-50.5% | $4,912-98.9% | $76-30.1% |