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 |
|---|---|---|
PRICEWATERHOUSECOOPERS LLP7+ years Service code 10 · EIN 13-4008324 | Accounting | $27,808 |
Service code 37 · EIN 04-2647786 | Loan Processing | $25,192 |
Form 5500 reported that benefits due were not provided when due.
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 | $208,377 | $82,202+153.5% | $125,339+66.3% | $64,808+221.5% |
| Participation rate | 85.4% | 77.9%+7.5pp | 82.4%+3.0pp | 71.5%+13.9pp |
| Annual return | -12.34% | 3.48%-15.8pp | 572.05%-584.4pp | 32.82%-45.2pp |
| Employer contribution / active EE | $1,961 | $3,615-45.8% | $4,814-59.3% | $2,506-21.7% |
| Participant deferral / active EE | $14,695 | $7,175+104.8% | $7,446+97.3% | $4,310+240.9% |
| Admin fee / account holder | $75 | $163-54.3% | $10,010-99.3% | $188-60.2% |