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 | $80,124 |
Filed as: HENDERSON BROTHERS FINANCIAL Service code 27 · EIN 99-4573857 | Advisory (Plan) | $40,586 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $19,242 |
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 | $79,466 | $83,158-4.4% | $167,512-52.6% | $102,872-22.8% |
| Participation rate | 81.4% | 70.1%+11.3pp | 77.1%+4.3pp | 73.0%+8.4pp |
| Annual return | 73.20% | 21.37%+51.8pp | 1615.79%-1542.6pp | 19.06%+54.1pp |
| Employer contribution / active EE | $389 | $2,233-82.6% | $3,882-90.0% | $3,526-89.0% |
| Participant deferral / active EE | $5,109 | $5,132-0.5% | $6,405-20.2% | $5,535-7.7% |
| Admin fee / account holder | $101 | $109-7.7% | $9,769-99.0% | $292-65.5% |