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 | $154,824 |
Service code 27 · EIN 61-1758632 | Advisory (Plan) | $72,735 |
WHITLEY PENN LLP1 year Filed as: WHITLEY PENN, LLP Service code 10 · EIN 75-2393478 | Accounting | $21,630 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $29,631 | $53,136-44.2% | $155,509-80.9% | $199,593-85.2% |
| Participation rate | 95.1% | 64.1%+31.0pp | 78.2%+16.9pp | 72.0%+23.1pp |
| Annual return | 16.73% | 41.15%-24.4pp | 64.67%-47.9pp | 34.25%-17.5pp |
| Employer contribution / active EE | $2,014 | $1,851+8.8% | $4,672-56.9% | $3,034-33.6% |
| Participant deferral / active EE | $5,635 | $3,161+78.3% | $5,626+0.2% | $5,087+10.8% |
| Admin fee / account holder | $87 | $185-53.3% | $15,912-99.5% | $269-67.8% |