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 |
|---|---|---|
DWYER PEMBERTON & COULSON PC4+ years Filed as: DWYER PEMBERTON AND COULSON PC Service code 10 · EIN 91-1503183 | Accounting | $10,200 |
THE VANGUARD GROUP, INC.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $5,399 |
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 | $122,399 | $76,000+61.1% | $154,107-20.6% | $64,186+90.7% |
| Participation rate | 97.9% | 70.4%+27.5pp | 83.0%+14.9pp | 69.6%+28.3pp |
| Annual return | -4.79% | 30.32%-35.1pp | 735.12%-739.9pp | 7.63%-12.4pp |
| Employer contribution / active EE | $3,552 | $3,351+6.0% | $5,298-32.9% | $2,381+49.2% |
| Participant deferral / active EE | $3,444 | $3,175+8.5% | $5,081-32.2% | $3,470-0.8% |
| Admin fee / account holder | $115 | $5,596-97.9% | $13,411-99.1% | $4,888-97.6% |