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 |
|---|---|---|
DANNIBLE & MCKEE, LLP11+ years Service code 10 · EIN 33-0996661 FINANCIAL PLAZA · SYRACUSE, NY 132022687 | Accounting | $9,738 |
PLAN INTEGRITY PARTNERS, LLC3 years Service code 13 · EIN 88-4096467 50 LAKESIDE AVENUE · BURLINGTON, VT 05401 | Contract Administrator | $7,584 |
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 | $116,442 | $74,927+55.4% | $101,794+14.4% | $84,808+37.3% |
| Participation rate | 97.7% | 61.4%+36.3pp | 69.2%+28.5pp | 68.3%+29.4pp |
| Annual return | 13.73% | 18.70%-5.0pp | 30.53%-16.8pp | 40.90%-27.2pp |
| Employer contribution / active EE | $2,273 | $1,522+49.3% | $2,289-0.7% | $2,631-13.6% |
| Participant deferral / active EE | $4,315 | $3,099+39.2% | $4,084+5.6% | $4,212+2.4% |
| Admin fee / account holder | $176 | $6,514-97.3% | $8,777-98.0% | $7,344-97.6% |