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 12 · EIN 13-3689044 | Finders' fees / placement fees; Direc... | $366,744 |
AON CONSULTING2 years Filed as: AON HEWITT INVESTMENT CONSULTING Service code 16 · EIN 36-3109431 | Consulting | $108,998 |
STOEL RIVES LLP1 year Service code 29 · EIN 93-0408771 | Legal | $29,563 |
MID ATLANTIC CAPITAL CORPORATION5+ years Service code 33 · EIN 25-1409618 | Securities brokerage; Securities brok... | $0 |
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 | $61,659 | $96,403-36.0% | $93,606-34.1% | $77,787-20.7% |
| Participation rate | 94.6% | 87.6%+7.0pp | 75.8%+18.8pp | 73.2%+21.4pp |
| Annual return | 21.51% | 39.36%-17.8pp | 32.76%-11.2pp | 32.57%-11.1pp |
| Employer contribution / active EE | $1,465 | $3,616-59.5% | $2,718-46.1% | $2,504-41.5% |
| Participant deferral / active EE | $4,203 | $5,341-21.3% | $4,069+3.3% | $3,967+5.9% |
| Admin fee / account holder | $212 | $90+136.7% | $7,888-97.3% | $100+111.7% |