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 | $155,373 |
MATTHEW J. BERNIER CPA LLC4 years Service code 10 · EIN 82-4748087 | Accounting | $8,146 |
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 | $98,879 | $115,744-14.6% | $100,391-1.5% | $199,593-50.5% |
| Participation rate | 97.9% | 85.7%+12.2pp | 81.5%+16.4pp | 72.0%+25.9pp |
| Annual return | 19.19% | 17.79%+1.4pp | 49.20%-30.0pp | 34.25%-15.1pp |
| Employer contribution / active EE | $5,787 | $3,657+58.2% | $3,942+46.8% | $3,034+90.7% |
| Participant deferral / active EE | $14,793 | $9,844+50.3% | $8,082+83.0% | $5,087+190.8% |
| Admin fee / account holder | $119 | $93+28.6% | $7,899-98.5% | $269-55.6% |