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 |
|---|---|---|
CROWE LLP1+ years Filed as: CROWE HORWATH LLP Service code 10 · EIN 35-0921680 | Accounting | $18,000 |
GUNSTER, YOAKLEY, & STEWART PA1+ years Filed as: GUNSTER Service code 10 · EIN 59-1450702 | Accounting | $10,669 |
Service code 37 · EIN 04-2647786 | Loan Processing | $8,447 |
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 | $70,731 | $50,498+40.1% | $75,781-6.7% | $55,191+28.2% |
| Participation rate | 96.1% | 69.4%+26.7pp | 75.8%+20.3pp | 69.2%+26.9pp |
| Annual return | 8.14% | 1.80%+6.3pp | 9.68%-1.5pp | 10.78%-2.6pp |
| Employer contribution / active EE | $6,933 | $2,291+202.6% | $3,323+108.6% | $1,899+265.1% |
| Participant deferral / active EE | $6,722 | $2,589+159.6% | $3,651+84.1% | $3,046+120.7% |
| Admin fee / account holder | $75 | $123-38.9% | $5,299-98.6% | $91-17.1% |