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 |
|---|---|---|
BERNTSON PORTER & COMPANY PLLC1+ years Filed as: BERNSTON PORTER & COMPANY PLLC Service code 99 · EIN 91-1308574 | Other Fees | $9,000 |
PENSION ASSURANCE LLP1+ years Filed as: PENSION DESIGN & ADMINISTRATION INC Service code 99 · EIN 91-1418265 | Other Fees | $5,858 |
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 | $137,989 | $52,884+160.9% | $84,750+62.8% | $55,167+150.1% |
| Participation rate | 100.0% | 67.5%+32.5pp | 76.6%+23.4pp | 69.0%+31.0pp |
| Annual return | 6.66% | 18.03%-11.4pp | 22.78%-16.1pp | 169.23%-162.6pp |
| Employer contribution / active EE | $8,161 | $2,233+265.4% | $3,574+128.3% | $1,963+315.8% |
| Participant deferral / active EE | $6,586 | $2,644+149.1% | $3,712+77.4% | $3,054+115.6% |
| Admin fee / account holder | $14 | $581-97.7% | $5,332-99.7% | $504-97.3% |