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 |
|---|---|---|
DELAP LLP3 years Filed as: DELAP Service code 10 5885 MEADOWS RD · LAKE OSWEGO, OR 97035 | Accounting | $15,500 |
T ROWE PRICE RPS INC4+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $2,280 |
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 | $85,834 | $62,267+37.8% | $110,238-22.1% | $55,725+54.0% |
| Participation rate | 93.0% | 78.1%+14.9pp | 79.8%+13.2pp | 70.9%+22.1pp |
| Annual return | -4.26% | -1.07%-3.2pp | 314.74%-319.0pp | 244.93%-249.2pp |
| Employer contribution / active EE | $3,497 | $1,941+80.1% | $3,826-8.6% | $2,078+68.3% |
| Participant deferral / active EE | $7,519 | $3,516+113.9% | $4,672+60.9% | $3,356+124.1% |
| Admin fee / account holder | $48 | $121-60.1% | $8,547-99.4% | $115-58.1% |