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 9-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 13 · EIN 42-0127290 | Contract Administrator | $538,034 |
WILLIAM BLAIR3 years Filed as: WILLIAM BLAIR & COMPANY L.L.C. Service code 27 · EIN 36-2214610 | Advisory (Plan) | $89,815 |
RSM US LLP3 years Filed as: RSM USA LLP Service code 10 · EIN 42-0714325 | Accounting | $38,850 |
MILLER COOPER & CO LTD1 year Filed as: MILLER COOPER & CO, LTD Service code 10 · EIN 36-2897372 | Accounting | $28,601 |
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 | $35,318 | $118,972-70.3% | $156,181-77.4% | $118,972-70.3% |
| Participation rate | 93.1% | 78.0%+15.1pp | 78.8%+14.3pp | 78.0%+15.1pp |
| Annual return | 41.40% | 15.19%+26.2pp | 64.87%-23.5pp | 15.19%+26.2pp |
| Employer contribution / active EE | $0 | $3,776-100.0% | $4,294-100.0% | $3,776-100.0% |
| Participant deferral / active EE | $3,984 | $6,017-33.8% | $6,132-35.0% | $6,017-33.8% |
| Admin fee / account holder | $75 | $127-41.0% | $14,586-99.5% | $127-41.0% |