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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $202,623 |
LAW OFFICE OF DAVID F. ZEID2 years Service code 29 · EIN 04-1405384 | Legal | $73,500 |
Filed as: ABD RETIREMENT SERVICES, INC. Service code 16 · EIN 80-0833114 | Consulting | $38,379 |
Service code 14 · EIN 04-2530412 | Plan Administrator | $27,125 |
SAPERS AND WALLACK2 years Filed as: SAPERS & WALLACK, INC. Service code 16 · EIN 04-2319659 | Consulting | $23,333 |
RSM US LLP2 years Service code 10 · EIN 42-0714325 | Accounting | $17,600 |
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 | $48,612 | $101,523-52.1% | $141,162-65.6% | $77,787-37.5% |
| Participation rate | 88.9% | 77.4%+11.5pp | 82.5%+6.4pp | 73.2%+15.7pp |
| Annual return | 34.95% | 56.22%-21.3pp | 71.39%-36.4pp | 32.57%+2.4pp |
| Employer contribution / active EE | $2,735 | $3,341-18.1% | $4,735-42.2% | $2,504+9.2% |
| Participant deferral / active EE | $7,032 | $6,434+9.3% | $6,709+4.8% | $3,967+77.3% |
| Admin fee / account holder | $120 | $92+30.9% | $10,261-98.8% | $100+19.8% |