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 |
|---|---|---|
SMOAK, DAVIS & NIXON LLP1 year Filed as: SMOAK DAVIS & NIXON LLP Service code 10 · EIN 59-0602635 | Accounting | $12,500 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $11,483 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANGEMENT LL Service code 26 · EIN 36-4317381 | Advisory (Participants) | $5,260 |
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 | $42,939 | $49,138-12.6% | $84,015-48.9% | $65,185-34.1% |
| Participation rate | 95.7% | 60.7%+35.0pp | 69.0%+26.7pp | 70.2%+25.5pp |
| Annual return | 21.53% | 23.00%-1.5pp | 71.31%-49.8pp | 29.38%-7.9pp |
| Employer contribution / active EE | $1,027 | $914+12.4% | $1,983-48.2% | $2,177-52.8% |
| Participant deferral / active EE | $4,354 | $2,397+81.6% | $3,239+34.4% | $3,514+23.9% |
| Admin fee / account holder | $109 | $543-79.9% | $6,101-98.2% | $847-87.1% |