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 37 · EIN 04-2647786 | Loan Processing | $27,561 |
Filed as: HUB INTERNATIONAL INV ADV SERV Service code 27 · EIN 82-2966199 | Advisory (Plan) | $16,333 |
EDWARDS AND LEATHERS, P.C.4+ years Filed as: EDWARDS & LEATHERS, P.C. Service code 10 · EIN 20-8739519 | Accounting | $11,480 |
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 | $69,324 | $62,267+11.3% | $110,238-37.1% | $55,725+24.4% |
| Participation rate | 92.9% | 78.1%+14.8pp | 79.8%+13.1pp | 70.9%+22.0pp |
| Annual return | -4.31% | -1.07%-3.2pp | 314.74%-319.1pp | 244.93%-249.2pp |
| Employer contribution / active EE | $1,135 | $1,941-41.6% | $3,826-70.3% | $2,078-45.4% |
| Participant deferral / active EE | $3,829 | $3,516+8.9% | $4,672-18.0% | $3,356+14.1% |
| Admin fee / account holder | $178 | $121+46.9% | $8,547-97.9% | $115+54.2% |