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 | $156,861 |
MRA ASSOCIATES USA LLC2 years Service code 27 · EIN 27-1529830 | Advisory (Plan) | $59,949 |
Service code 10 · EIN 27-1419737 | Accounting | $16,027 |
Filed as: PIETZCH, BONNETT & WOMACK, P.A. Service code 10 · EIN 81-0574082 | Accounting | $6,000 |
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 | $15,206 | $40,113-62.1% | $84,015-81.9% | $77,787-80.5% |
| Participation rate | 79.8% | 62.8%+17.0pp | 69.0%+10.8pp | 73.2%+6.6pp |
| Annual return | 21.10% | 23.27%-2.2pp | 71.31%-50.2pp | 32.57%-11.5pp |
| Employer contribution / active EE | $366 | $847-56.8% | $1,983-81.5% | $2,504-85.4% |
| Participant deferral / active EE | $1,953 | $2,030-3.8% | $3,239-39.7% | $3,967-50.8% |
| Admin fee / account holder | $117 | $92+28.2% | $6,101-98.1% | $100+17.3% |