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 10 · EIN 13-4008324 | Accounting | $114,055 |
FID INV INST OPS CO11+ years Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $72,668 |
AON CONSULTING1 year Filed as: AON CONSULTING, INC. Service code 16 · EIN 22-2232264 | Consulting | $15,000 |
OGLETREE DEAKINS1 year Filed as: OGLETREE DEAKINS,NASH,SMOAK&STEWART Service code 29 · EIN 57-1044820 | Legal | $9,753 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $363,949 | $142,480+155.4% | $115,768+214.4% | $142,480+155.4% |
| Participation rate | 95.8% | 76.2%+19.6pp | 74.4%+21.4pp | 76.2%+19.6pp |
| Annual return | 15.62% | 16.32%-0.7pp | 100.46%-84.8pp | 16.32%-0.7pp |
| Employer contribution / active EE | $13,167 | $3,867+240.5% | $2,940+347.9% | $3,867+240.5% |
| Participant deferral / active EE | $18,668 | $6,807+174.2% | $4,917+279.7% | $6,807+174.2% |
| Admin fee / account holder | $8 | $307-97.4% | $12,439-99.9% | $307-97.4% |