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 |
|---|---|---|
ARMANINO LLP3 years Service code 10 · EIN 94-6214841 | Accounting | $6,350 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$11,833 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $131,468 | $72,254+82.0% | $86,677+51.7% | $64,808+102.9% |
| Participation rate | 93.6% | 80.4%+13.2pp | 76.6%+17.0pp | 71.5%+22.1pp |
| Annual return | -18.31% | 392.42%-410.7pp | 35.91%-54.2pp | 32.82%-51.1pp |
| Employer contribution / active EE | $8,828 | $2,393+268.9% | $2,836+211.3% | $2,506+252.3% |
| Participant deferral / active EE | $19,758 | $4,658+324.2% | $4,656+324.4% | $4,310+358.4% |
| Admin fee / account holder | -$9 | $174-105.3% | $7,493-100.1% | $188-104.9% |