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 13 · EIN 06-1050034 | Contract Administrator | $76,063 |
ADAMS LITHOGRAPHY COMPANY2 years Service code 36 · EIN 62-0110560 | Copying and duplicating | $72,649 |
CRS INSURANCE GROUP, LLC5+ years Service code 73 · EIN 20-4098394 | Other insurance fees and expenses | $55,625 |
M HOLDINGS SECURITIES INC6+ years Filed as: M HOLDINGS SECURITIES, INC. Service code 27 · EIN 91-1802259 | Advisory (Plan) | $20,000 |
ELLIOTT DAVIS, LLC1 year Service code 10 · EIN 57-0381582 | Accounting | $16,800 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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 | $52,112 | $66,513-21.7% | $178,490-70.8% | $106,222-50.9% |
| Participation rate | 16.9% | 73.8%-56.9pp | 81.9%-65.1pp | 70.8%-53.9pp |
| Annual return | 15.57% | 21.81%-6.2pp | 151.07%-135.5pp | 21.69%-6.1pp |
| Employer contribution / active EE | $0 | $1,776-100.0% | $5,011-100.0% | $2,723-100.0% |
| Participant deferral / active EE | $633 | $3,679-82.8% | $5,202-87.8% | $4,600-86.2% |
| Admin fee / account holder | $44 | $53-16.9% | $13,984-99.7% | $78-43.3% |