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 |
|---|---|---|
HRL LABORATORY LLC1 year Filed as: HRL LABORATORIES Service code 10 · EIN 95-4663143 | Accounting | $31,145 |
THE VANGUARD GROUP, INC.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $30,294 |
Service code 16 · EIN 13-3954297 | Consulting | $13,722 |
MILLER KAPLAN ARASE LLP1 year Filed as: MILLER KAPLAN ARASE, LLP Service code 10 · EIN 95-2036255 | Accounting | $12,500 |
BUCK GLOBAL, LLC2 years Filed as: BUCK CONSULTANTS, LLC Service code 16 · EIN 13-3954297 | Consulting | $10,074 |
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 | $261,546 | $155,795+67.9% | $136,294+91.9% | $69,631+275.6% |
| Participation rate | 95.8% | 75.2%+20.6pp | 81.9%+13.9pp | 70.7%+25.1pp |
| Annual return | 17.71% | 232464.33%-232446.6pp | 5155.94%-5138.2pp | 27571.02%-27553.3pp |
| Employer contribution / active EE | $11,304 | $2,991+277.9% | $4,695+140.7% | $2,032+456.2% |
| Participant deferral / active EE | $11,023 | $5,394+104.4% | $6,247+76.5% | $3,224+241.9% |
| Admin fee / account holder | $161 | $128+25.8% | $9,243-98.3% | $110+46.0% |