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 |
|---|---|---|
Filed as: FORTNER BAYENS LEVKULICH & GARRISO Service code 10 · EIN 84-0741890 | Accounting | $12,657 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,488 |
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 | $40,114 | $98,982-59.5% | $162,163-75.3% | $65,185-38.5% |
| Participation rate | 90.8% | 85.8%+5.1pp | 87.6%+3.3pp | 70.2%+20.6pp |
| Annual return | 22.36% | 24.84%-2.5pp | 115.59%-93.2pp | 29.38%-7.0pp |
| Employer contribution / active EE | $1,775 | $3,467-48.8% | $5,614-68.4% | $2,177-18.5% |
| Participant deferral / active EE | $3,627 | $5,384-32.6% | $7,298-50.3% | $3,514+3.2% |
| Admin fee / account holder | $108 | $596-81.9% | $10,843-99.0% | $847-87.2% |