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 |
|---|---|---|
401K ADVISORS INC2+ years Service code 27 · EIN 33-0905143 | Advisory (Plan) | $22,500 |
BAKER TILLY US, LLP2+ years Filed as: MONTGOMERY COSCIA GREILICH LLP Service code 10 · EIN 75-2919818 | Accounting | $14,541 |
Service code 37 · EIN 04-2647786 | Loan Processing | $12,821 |
Form 5500 reported that benefits due were not provided when due.
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 | $78,407 | $74,024+5.9% | $77,999+0.5% | $57,658+36.0% |
| Participation rate | 73.9% | 79.7%-5.8pp | 75.5%-1.6pp | 70.2%+3.7pp |
| Annual return | 6.96% | 12.14%-5.2pp | 425.96%-419.0pp | 5.13%+1.8pp |
| Employer contribution / active EE | $2,527 | $2,365+6.8% | $2,470+2.3% | $1,974+28.0% |
| Participant deferral / active EE | $3,451 | $3,533-2.3% | $3,497-1.3% | $3,061+12.8% |
| Admin fee / account holder | $81 | $93-12.6% | $5,480-98.5% | $95-13.8% |