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 |
|---|---|---|
CROWE LLP8+ years Filed as: CROWE HORWATH LLP Service code 10 · EIN 35-0921680 | Accounting | $17,121 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $875 |
LINSCO/PRIVATE LEDGER CORP8+ years Filed as: LINSCO PRIVATE LEDGER Service code 55 | Other Commissions | $0 |
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 | $100,681 | $72,607+38.7% | $90,749+10.9% | $66,914+50.5% |
| Participation rate | 100.0% | 73.7%+26.3pp | 75.7%+24.3pp | 69.8%+30.2pp |
| Annual return | -15.28% | -12.28%-3.0pp | -12.16%-3.1pp | 1.58%-16.9pp |
| Employer contribution / active EE | $3,524 | $2,369+48.8% | $2,921+20.7% | $2,544+38.5% |
| Participant deferral / active EE | $5,653 | $3,977+42.1% | $4,564+23.9% | $4,237+33.4% |
| Admin fee / account holder | $74 | $707-89.6% | $8,445-99.1% | $593-87.6% |