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 13 · EIN 42-0127290 | Contract Administrator | $37,196 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $19,443 |
WEYRICH, CRONIN & SORRA, LLC2 years Filed as: WEYRICH CRONIN & SORRA Service code 10 · EIN 81-4643077 | Accounting | $11,414 |
Service code 17 · EIN 13-5674085 | Pension Consulting | $6,183 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $51,109 | $54,573-6.3% | $90,951-43.8% | $73,488-30.5% |
| Participation rate | 71.7% | 61.2%+10.6pp | 69.0%+2.7pp | 70.7%+1.1pp |
| Annual return | 12.36% | 16.69%-4.3pp | 134.60%-122.2pp | 28.51%-16.2pp |
| Employer contribution / active EE | $1,130 | $991+13.9% | $2,122-46.8% | $2,270-50.2% |
| Participant deferral / active EE | $3,476 | $2,517+38.1% | $3,373+3.1% | $3,740-7.0% |
| Admin fee / account holder | $445 | $521-14.6% | $5,959-92.5% | $513-13.2% |