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 9-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 |
|---|---|---|
CERINI & ASSOCIATES LLP2 years Filed as: CERINI & ASSOCIATES Service code 10 · EIN 11-3066459 | Accounting | $21,750 |
Filed as: STONE HILL FIDUCIARY MANAGEMENT, L Service code 16 · EIN 45-5608425 | Consulting | $20,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $11,934 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $18,663 | $55,002-66.1% | $59,878-68.8% | $56,287-66.8% |
| Participation rate | 92.7% | 75.9%+16.8pp | 74.7%+18.0pp | 69.9%+22.9pp |
| Annual return | 10.98% | 1.13%+9.8pp | 3.46%+7.5pp | -9.96%+20.9pp |
| Employer contribution / active EE | $940 | $2,448-61.6% | $2,722-65.5% | $2,111-55.5% |
| Participant deferral / active EE | $4,258 | $3,121+36.4% | $3,402+25.2% | $3,350+27.1% |
| Admin fee / account holder | $144 | $236-38.9% | $3,590-96.0% | $521-72.3% |