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 |
|---|---|---|
SHANNON & ASSOCIATES, LLP3+ years Service code 10 1851 CENTRAL PLACE S · KENT, WA 98030 | Accounting | $8,000 |
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $250 |
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 | $114,658 | $59,715+92.0% | $74,550+53.8% | - |
| Participation rate | 77.9% | 60.9%+17.0pp | 69.1%+8.8pp | - |
| Annual return | 6.92% | -10.64%+17.6pp | 32.53%-25.6pp | - |
| Employer contribution / active EE | $693 | $725-4.4% | $1,961-64.6% | - |
| Participant deferral / active EE | $5,217 | $2,327+124.2% | $3,108+67.8% | - |
| Admin fee / account holder | $35 | $40,605-99.9% | $5,060-99.3% | - |