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 | $211,496 |
WEAVER AND TIDWELL, LLP1 year Filed as: WEAVER AND TIDWELL LLP Service code 10 · EIN 75-0786316 | Accounting | $38,100 |
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 | $173,822 | $122,693+41.7% | $184,203-5.6% | $199,593-12.9% |
| Participation rate | 95.9% | 86.8%+9.1pp | 86.8%+9.0pp | 72.0%+23.9pp |
| Annual return | 16.14% | 143.91%-127.8pp | 28.81%-12.7pp | 34.25%-18.1pp |
| Employer contribution / active EE | $4,839 | $4,584+5.5% | $6,427-24.7% | $3,034+59.5% |
| Participant deferral / active EE | $9,220 | $7,990+15.4% | $9,131+1.0% | $5,087+81.3% |
| Admin fee / account holder | $38 | $121-68.1% | $13,901-99.7% | $269-85.7% |