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 |
|---|---|---|
CROWE LLP5+ years Filed as: CROWE HORWATH, LLC Service code 10 · EIN 35-0921680 | Accounting | $52,400 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $8,349 |
APW CAPITAL INC1 year Service code 33 · EIN 22-3526587 | Securities brokerage; Securities brok... | $0 |
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 | $104,921 | $88,515+18.5% | $162,163-35.3% | $67,579+55.3% |
| Participation rate | 95.9% | 86.8%+9.1pp | 87.6%+8.4pp | 71.3%+24.6pp |
| Annual return | 24.12% | 27.04%-2.9pp | 115.59%-91.5pp | 378.56%-354.4pp |
| Employer contribution / active EE | $2,943 | $3,563-17.4% | $5,614-47.6% | $2,148+37.0% |
| Participant deferral / active EE | $9,277 | $5,724+62.1% | $7,298+27.1% | $3,539+162.1% |
| Admin fee / account holder | $118 | $124-4.9% | $10,843-98.9% | $142-17.4% |