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 4-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 |
|---|---|---|
CITIZENS BANK1+ years Filed as: CITIZENS BANK NA Service code 27 · EIN 20-2635739 | Advisory (Plan) | $28,251 |
THE GATTUSO GROUP, INC.1+ years Service code 10 · EIN 20-3907569 | Accounting | $25,100 |
ADP BROKER-DEALER1+ years Filed as: ADP, INC Service code 49 · EIN 13-3036745 | Other Services | $20,100 |
HANCOCK ASKEW & CO., LLP1+ years Filed as: HANCOCK ASKEW & CO LLP Service code 10 · EIN 58-0662558 | Accounting | $12,900 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$7,884 |
Employer contribution per participant 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 | $73,510 | $144,996-49.3% | $111,297-34.0% | $93,030-21.0% |
| Participation rate | 92.2% | 86.2%+6.0pp | 77.3%+14.9pp | 73.9%+18.3pp |
| Annual return | 52.45% | 18.26%+34.2pp | 54.65%-2.2pp | 158.70%-106.2pp |
| Employer contribution / active EE | $903 | $3,056-70.5% | $2,731-66.9% | $2,706-66.6% |
| Participant deferral / active EE | $3,663 | $5,587-34.4% | $4,487-18.4% | $4,562-19.7% |
| Admin fee / account holder | $34 | $103-66.9% | $7,964-99.6% | $152-77.4% |