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 |
|---|---|---|
WINDHAM BRANNON3+ years Filed as: WINDHAM BANNON Service code 10 · EIN 58-1763439 | Accounting | $33,372 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$266,242 |
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 | $93,068 | $100,589-7.5% | $136,294-31.7% | $177,276-47.5% |
| Participation rate | 80.5% | 77.4%+3.1pp | 81.9%-1.4pp | 74.8%+5.7pp |
| Annual return | 20.83% | 39.18%-18.3pp | 5155.94%-5135.1pp | 21.25%-0.4pp |
| Employer contribution / active EE | $1,691 | $3,259-48.1% | $4,695-64.0% | $2,479-31.8% |
| Participant deferral / active EE | $8,663 | $5,830+48.6% | $6,247+38.7% | $3,881+123.2% |
| Admin fee / account holder | -$36 | $55-166.5% | $9,243-100.4% | $154-123.6% |