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 |
|---|---|---|
SOMERSET CPAS4+ years Filed as: SOMERSET CPAS, P.C. Service code 10 · EIN 20-1717681 3925 RIVER CROSSING PARKWAY STE 300 · INDIANAPOLIS, IN 46240 | Accounting | $12,503 |
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 | $84,616 | $37,196+127.5% | $154,107-45.1% | $55,725+51.8% |
| Participation rate | 79.3% | 64.1%+15.3pp | 83.0%-3.7pp | 70.9%+8.5pp |
| Annual return | -3.15% | 1319.68%-1322.8pp | 735.12%-738.3pp | 244.93%-248.1pp |
| Employer contribution / active EE | $2,544 | $1,614+57.6% | $5,298-52.0% | $2,078+22.4% |
| Participant deferral / active EE | $3,558 | $2,068+72.1% | $5,081-30.0% | $3,356+6.0% |
| Admin fee / account holder | $13 | $102-86.8% | $13,411-99.9% | $115-88.4% |