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 7-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 | $133,484 |
SHEPHERD KAPLAN LLC5 years Filed as: SHEPHERD KAPLAN KROCHUK LLC Service code 27 · EIN 83-0368447 | Advisory (Plan) | $28,973 |
FORD & HARRISON LLP5 years Service code 29 · EIN 58-1314995 | Legal | $5,144 |
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 | $86,218 | $112,623-23.4% | $106,201-18.8% | $199,768-56.8% |
| Participation rate | 93.2% | 86.2%+7.0pp | 75.3%+17.9pp | 72.0%+21.2pp |
| Annual return | 14.24% | 15.57%-1.3pp | 116.26%-102.0pp | 34.26%-20.0pp |
| Employer contribution / active EE | $3,121 | $4,575-31.8% | $3,170-1.5% | $3,037+2.8% |
| Participant deferral / active EE | $4,518 | $6,659-32.2% | $5,012-9.9% | $5,090-11.2% |
| Admin fee / account holder | $108 | $107+0.9% | $11,039-99.0% | $269-59.9% |