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 37 · EIN 04-2647786 | Loan Processing | $22,035 |
Filed as: FIDUCIARY WEALTH MANAGEMENT Service code 27 · EIN 45-3176027 4604-H PINECREST OFFICE PARK DRIVE · ALEXANDRIA, VA 22312 | Advisory (Plan) | $19,108 |
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 | $84,725 | $85,766-1.2% | $136,294-37.8% | $70,131+20.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 17.92% | 31.45%-13.5pp | 5155.94%-5138.0pp | 73.14%-55.2pp |
| Employer contribution / active EE | $7,277 | $2,966+145.3% | $4,695+55.0% | $2,342+210.7% |
| Participant deferral / active EE | $6,094 | $5,051+20.6% | $6,247-2.5% | $3,332+82.9% |
| Admin fee / account holder | $300 | $5,420-94.5% | $9,243-96.8% | $4,645-93.5% |