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 |
|---|---|---|
HAROLD R KELLMAN1 year Service code 16 · EIN 10-8384042 | Consulting | $51,203 |
B O S1 year Service code 27 · EIN 94-3241802 | Advisory (Plan) | $31,310 |
MOSS ADAMS LLP1 year Service code 10 · EIN 91-0189318 | Accounting | $29,925 |
WEALTH ARCHITECTS2 years Service code 16 · EIN 20-3052198 | Consulting | $27,702 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$80,559 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $252,962 | $88,874+184.6% | $123,544+104.8% | $75,289+236.0% |
| Participation rate | 90.8% | 75.9%+15.0pp | 82.3%+8.5pp | 72.4%+18.4pp |
| Annual return | 4.42% | 4.22%+0.2pp | 119.20%-114.8pp | -0.04%+4.5pp |
| Employer contribution / active EE | $7,776 | $3,256+138.8% | $4,628+68.0% | $2,405+223.3% |
| Participant deferral / active EE | $12,119 | $6,174+96.3% | $6,426+88.6% | $3,739+224.1% |
| Admin fee / account holder | $41 | $95-56.7% | $9,284-99.6% | $102-59.9% |