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 8-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 |
|---|---|---|
KATZ, SAPPER & MILLER4+ years Filed as: KATZ SAPPER & MILLER Service code 10 · EIN 35-2123203 | Accounting | $24,994 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,998 |
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 | $128,574 | $70,908+81.3% | $98,907+30.0% | $73,488+75.0% |
| Participation rate | 96.7% | 73.8%+22.9pp | 76.0%+20.7pp | 70.7%+26.0pp |
| Annual return | 21.70% | 34.17%-12.5pp | 196.43%-174.7pp | 28.51%-6.8pp |
| Employer contribution / active EE | $7,022 | $2,036+244.8% | $2,689+161.2% | $2,270+209.3% |
| Participant deferral / active EE | $10,178 | $3,500+190.8% | $4,244+139.8% | $3,740+172.2% |
| Admin fee / account holder | $93 | $535-82.6% | $6,642-98.6% | $513-81.9% |