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 |
|---|---|---|
PBMARES, LLP1 year Filed as: PBMARES Service code 16 · EIN 54-0737372 | Consulting | $7,075 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,100 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $88,418 | $80,177+10.3% | $123,892-28.6% | $57,658+53.3% |
| Participation rate | 79.7% | 74.4%+5.3pp | 81.4%-1.7pp | 70.2%+9.5pp |
| Annual return | 8.25% | 17.90%-9.7pp | 47.52%-39.3pp | 5.13%+3.1pp |
| Employer contribution / active EE | $0 | $2,913-100.0% | $4,617-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $7,797 | $5,130+52.0% | $5,984+30.3% | $3,061+154.8% |
| Admin fee / account holder | $31 | $106-70.9% | $8,357-99.6% | $95-67.3% |