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 KELLMAN4 years Filed as: HAROLD R. KELLMAN Service code 26 · EIN 10-8384042 | Advisory (Participants) | $53,280 |
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $49,189 |
MOSS ADAMS LLP6 years Service code 10 · EIN 91-0189318 | Accounting | $43,050 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$17,460 |
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 | $314,485 | $107,459+192.7% | $135,903+131.4% | $80,160+292.3% |
| Participation rate | 93.1% | 78.0%+15.1pp | 81.9%+11.2pp | 72.9%+20.2pp |
| Annual return | 21.52% | 91.91%-70.4pp | 68.23%-46.7pp | 40.38%-18.9pp |
| Employer contribution / active EE | $9,297 | $3,877+139.8% | $4,856+91.4% | $2,978+212.2% |
| Participant deferral / active EE | $16,849 | $8,195+105.6% | $7,758+117.2% | $5,017+235.8% |
| Admin fee / account holder | $66 | $127-48.0% | $10,762-99.4% | $145-54.4% |