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 |
|---|---|---|
SNOWDEN CAPITAL ADVISORS LLC6+ years Filed as: SNOWDEN ACCOUNT SERVICES, INC. Service code 22 · EIN 46-3766777 | Insurance Broker | $49,327 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $38,862 |
QBI, LLC6+ years Service code 15 · EIN 26-2768667 | Recordkeeping | $2,821 |
RIVERA C2 years Filed as: RIVERA JAMJIAN & ASSOC LLP Service code 10 · EIN 20-3729687 | Accounting | $0 |
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 | $50,519 | $39,948+26.5% | $89,391-43.5% | $73,409-31.2% |
| Participation rate | 98.2% | 50.4%+47.7pp | 68.0%+30.2pp | 72.2%+26.0pp |
| Annual return | 11.17% | 50.12%-38.9pp | 245.62%-234.4pp | 59.29%-48.1pp |
| Employer contribution / active EE | $1,380 | $1,200+15.0% | $2,586-46.6% | $2,234-38.2% |
| Participant deferral / active EE | $2,254 | $2,193+2.8% | $3,890-42.1% | $3,805-40.8% |
| Admin fee / account holder | $141 | $134+4.9% | $4,881-97.1% | $158-10.8% |