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 |
|---|---|---|
HELD, KRANZLER, MCCOSKER & PULICE9+ years Filed as: HELD KRANZLER MCCOSKER & PULICE Service code 10 · EIN 13-4008185 | Accounting | $18,500 |
Filed as: CAPFINANCIAL PARTNERS, LLC Service code 16 · EIN 26-0058143 | Consulting | $15,454 |
Service code 37 · EIN 04-2647786 | Loan Processing | $11,483 |
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 | $145,183 | $82,978+75.0% | $129,995+11.7% | $71,457+103.2% |
| Participation rate | 87.9% | 74.1%+13.8pp | 78.5%+9.4pp | 67.9%+20.0pp |
| Annual return | 16.82% | 20.60%-3.8pp | -137.18%+154.0pp | 28.85%-12.0pp |
| Employer contribution / active EE | $10,847 | $2,622+313.8% | $4,320+151.1% | $2,588+319.2% |
| Participant deferral / active EE | $2,626 | $4,432-40.7% | $5,820-54.9% | $4,289-38.8% |
| Admin fee / account holder | $220 | $1,729-87.3% | $10,614-97.9% | $1,587-86.2% |