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 15 · EIN 13-3689044 | Recordkeeping | $19,091 |
OSBORNE & ASSOCIATES, INC.2 years Filed as: OSBORNE & ASSOCIATES INC Service code 15 · EIN 77-0573145 | Recordkeeping | $16,897 |
ATHERTON & ASSOCIATES LLP2 years Service code 10 · EIN 94-1239084 | Accounting | $13,970 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $17,572 | $59,186-70.3% | $76,768-77.1% | $56,287-68.8% |
| Participation rate | 93.1% | 75.2%+17.9pp | 77.0%+16.1pp | 69.9%+23.2pp |
| Annual return | -6.28% | 6.62%-12.9pp | 2.43%-8.7pp | -9.96%+3.7pp |
| Employer contribution / active EE | $1,273 | $1,759-27.6% | $2,485-48.8% | $2,111-39.7% |
| Participant deferral / active EE | $4,018 | $3,255+23.4% | $3,852+4.3% | $3,350+19.9% |
| Admin fee / account holder | $38 | $489-92.2% | $6,675-99.4% | $521-92.7% |