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 |
|---|---|---|
ERNST & YOUNG LLP5+ years Filed as: ERNST & YOUNG US LLP Service code 10 PITTSBG NTNL BNK PITT 640382 · PITTSBURGH, PA 152640382 | Accounting | $12,873 |
Filed as: FIRST GREAT-WEST LIFE & ANNUITY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $555 |
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 | $317,311 | $98,982+220.6% | $162,163+95.7% | $65,185+386.8% |
| Participation rate | 96.4% | 85.8%+10.6pp | 87.6%+8.8pp | 70.2%+26.2pp |
| Annual return | 20.85% | 24.84%-4.0pp | 115.59%-94.7pp | 29.38%-8.5pp |
| Employer contribution / active EE | $14,025 | $3,467+304.6% | $5,614+149.8% | $2,177+544.3% |
| Participant deferral / active EE | $15,674 | $5,384+191.1% | $7,298+114.8% | $3,514+346.1% |
| Admin fee / account holder | $80 | $596-86.5% | $10,843-99.3% | $847-90.5% |