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 Filed as: HAROLD R. KELLMAN Service code 26 · EIN 10-8384042 | Advisory (Participants) | $133,615 |
BINGHAM OSBORN & SCARBOROUGH4 years Filed as: BINGHAM, OSBORN & SCARBOROUGH LLC Service code 27 · EIN 94-3241802 | Advisory (Plan) | $30,939 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $29,995 |
WEALTH ARCHITECTS4 years Service code 26 · EIN 20-3052198 | Advisory (Participants) | $25,289 |
MOSS ADAMS LLP3 years Service code 10 · EIN 91-0189318 | Accounting | $24,255 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$81,888 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $334,518 | $127,481+162.4% | $149,696+123.5% | $90,288+270.5% |
| Participation rate | 92.6% | 78.2%+14.4pp | 82.5%+10.2pp | 73.4%+19.3pp |
| Annual return | 18.06% | 57.78%-39.7pp | 276.60%-258.5pp | 53.97%-35.9pp |
| Employer contribution / active EE | $8,445 | $3,448+144.9% | $4,644+81.8% | $2,524+234.6% |
| Participant deferral / active EE | $13,717 | $6,975+96.7% | $6,842+100.5% | $4,232+224.1% |
| Admin fee / account holder | $101 | $152-33.1% | $9,309-98.9% | $114-11.1% |