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 |
|---|---|---|
MERCER3+ years Service code 16 PO BOX 13793 · DALLAS, TX 75373 | Consulting | $53,815 |
BKD, LLP3+ years Filed as: DIXON HUGHES GOODMAN LLP Service code 10 PO BOX 602828 · CHARLOTTE, NC 28260 | Accounting | $20,400 |
T ROWE PRICE RPS INC3+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $15,280 |
MORNINGSTAR3+ years Service code 26 22 WEST WASHINGTON STREET · CHICAGO, IL 60602 | Advisory (Participants) | $13,604 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $253,521 | $96,458+162.8% | $136,294+86.0% | $77,958+225.2% |
| Participation rate | 98.1% | 75.4%+22.7pp | 81.9%+16.2pp | 71.6%+26.4pp |
| Annual return | 17.74% | 23.78%-6.0pp | 5155.94%-5138.2pp | 20.87%-3.1pp |
| Employer contribution / active EE | $9,674 | $3,144+207.7% | $4,695+106.0% | $2,310+318.7% |
| Participant deferral / active EE | $10,982 | $5,902+86.1% | $6,247+75.8% | $3,537+210.5% |
| Admin fee / account holder | $36 | $80-55.9% | $9,243-99.6% | $97-63.5% |