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 15 · EIN 13-3689044 | Recordkeeping | $39,882 |
SNOWDEN CAPITAL ADVISORS LLC5+ years Filed as: SNOWDEN ACCOUNT SERVICES, INC. Service code 22 · EIN 46-3766777 | Insurance Broker | $36,307 |
QBI, LLC5+ years Service code 15 · EIN 26-2768667 | Recordkeeping | $13,529 |
RIVERA C1 year Filed as: RIVERA JAMJIAN & ASSOC LLP Service code 10 · EIN 20-3729687 | Accounting | $9,833 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $42,246 | $40,522+4.3% | $84,611-50.1% | $67,579-37.5% |
| Participation rate | 98.9% | 51.1%+47.7pp | 68.2%+30.6pp | 71.3%+27.6pp |
| Annual return | 16.98% | 32.72%-15.7pp | 258.74%-241.8pp | 378.56%-361.6pp |
| Employer contribution / active EE | $1,178 | $1,146+2.8% | $2,652-55.6% | $2,148-45.2% |
| Participant deferral / active EE | $2,226 | $2,132+4.4% | $3,899-42.9% | $3,539-37.1% |
| Admin fee / account holder | $182 | $145+25.1% | $4,912-96.3% | $142+27.8% |