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 | $29,661 |
SINGERLEWAK LLP1 year Filed as: SINGERLEWAK, LLP Service code 10 · EIN 95-2302617 21550 OXNARD STREET, SUITE 1000 · WOODLAND HILLS, CA 91367 | Accounting | $28,000 |
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 | $60,137 | $78,419-23.3% | $133,956-55.1% | $73,409-18.1% |
| Participation rate | 91.8% | 78.6%+13.2pp | 79.8%+12.0pp | 72.2%+19.6pp |
| Annual return | 15.86% | 33.35%-17.5pp | 45.09%-29.2pp | 59.29%-43.4pp |
| Employer contribution / active EE | $1,406 | $2,044-31.2% | $3,919-64.1% | $2,234-37.0% |
| Participant deferral / active EE | $3,425 | $3,925-12.7% | $5,048-32.1% | $3,805-10.0% |
| Admin fee / account holder | $133 | $161-17.8% | $8,927-98.5% | $158-16.0% |