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 | $15,791 |
KREISCHER MILLER2+ years Service code 16 · EIN 23-1980475 | Consulting | $11,600 |
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 | $66,626 | $63,905+4.3% | $74,183-10.2% | $57,658+15.6% |
| Participation rate | 91.2% | 79.8%+11.4pp | 76.6%+14.6pp | 70.2%+21.0pp |
| Annual return | 6.01% | 60.60%-54.6pp | 17.74%-11.7pp | 5.13%+0.9pp |
| Employer contribution / active EE | $701 | $1,840-61.9% | $2,370-70.4% | $1,974-64.5% |
| Participant deferral / active EE | $4,797 | $3,448+39.1% | $3,550+35.1% | $3,061+56.7% |
| Admin fee / account holder | $90 | $91-1.4% | $5,586-98.4% | $95-5.0% |