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 | $15,990 |
CADARET GRANT & CO INC2 years Service code 27 · EIN 22-2361254 | Advisory (Plan) | $11,762 |
Filed as: MCGILL, POWER, BELL & ASSOCIATES, Service code 10 · EIN 25-1031405 | Accounting | $11,250 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $48,761 | $72,607-32.8% | $90,749-46.3% | $66,914-27.1% |
| Participation rate | 78.0% | 73.7%+4.3pp | 75.7%+2.3pp | 69.8%+8.2pp |
| Annual return | -15.80% | -12.28%-3.5pp | -12.16%-3.6pp | 1.58%-17.4pp |
| Employer contribution / active EE | $0 | $2,369-100.0% | $2,921-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $2,873 | $3,977-27.8% | $4,564-37.0% | $4,237-32.2% |
| Admin fee / account holder | $170 | $707-76.0% | $8,445-98.0% | $593-71.4% |