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 |
|---|---|---|
D.B. ROOT & COMPANY, LLC1 year Filed as: DB ROOT & COMPANY, LLC Service code 27 436 7TH AVE STE 3100 · PITTSBURGH, PA 15219 | Advisory (Plan) | $42,540 |
DUNBAR, BENDER & ZAPF, INC.2 years Filed as: DUNBAR BENDER & ZAPF, INC. Service code 15 FRICK BUILDING, SUITE 1100 · PITTSBURGH, PA 15219 | Recordkeeping | $7,375 |
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $1,806 |
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 | $54,697 | $80,753-32.3% | $136,294-59.9% | $62,292-12.2% |
| Participation rate | 77.8% | 73.5%+4.2pp | 81.9%-4.1pp | 69.5%+8.3pp |
| Annual return | 16.16% | 35.83%-19.7pp | 5155.94%-5139.8pp | 28.90%-12.7pp |
| Employer contribution / active EE | $1,868 | $2,884-35.2% | $4,695-60.2% | $2,042-8.5% |
| Participant deferral / active EE | $5,142 | $5,164-0.4% | $6,247-17.7% | $3,169+62.2% |
| Admin fee / account holder | $141 | $525-73.2% | $9,243-98.5% | $479-70.7% |