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 | $13,404 |
Filed as: WESTMINSTER CONSULTING LLC Service code 27 · EIN 45-3679779 | Advisory (Plan) | $7,500 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,436 | $65,376+12.3% | $87,100-15.7% | $65,185+12.7% |
| Participation rate | 88.8% | 75.3%+13.5pp | 76.9%+12.0pp | 70.2%+18.6pp |
| Annual return | 20.43% | 31.27%-10.8pp | 28.19%-7.8pp | 29.38%-9.0pp |
| Employer contribution / active EE | $646 | $1,822-64.5% | $2,521-74.4% | $2,177-70.3% |
| Participant deferral / active EE | $4,371 | $3,388+29.0% | $4,049+8.0% | $3,514+24.4% |
| Admin fee / account holder | $98 | $520-81.2% | $7,497-98.7% | $847-88.5% |