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 | $421,474 |
AMERICAN FUNDS8+ years Filed as: CAPITAL STRATEGIES INVESTMENT GROU Service code 27 · EIN 26-4789150 | Advisory (Plan) | $75,000 |
MMA SECURITIES LLC6 years Filed as: MARSH USA, INC. Service code 22 · EIN 36-1436000 | Insurance Broker | $45,749 |
PLANTE & MORAN, PLLC8+ years Service code 10 · EIN 38-1357951 | Accounting | $24,350 |
MCDERMOTT WILL & EMERY LLP8+ years Filed as: MCDERMOTT WILL & EMERY Service code 29 · EIN 36-1453176 | Legal | $15,371 |
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 | $103,539 | $125,029-17.2% | $90,749+14.1% | $78,044+32.7% |
| Participation rate | 95.1% | 93.0%+2.2pp | 75.7%+19.4pp | 74.4%+20.7pp |
| Annual return | -16.03% | -14.80%-1.2pp | -12.16%-3.9pp | 10.87%-26.9pp |
| Employer contribution / active EE | $2,416 | $4,916-50.9% | $2,921-17.3% | $3,125-22.7% |
| Participant deferral / active EE | $8,645 | $7,684+12.5% | $4,564+89.4% | $5,084+70.0% |
| Admin fee / account holder | $78 | $56+39.8% | $8,445-99.1% | $79-1.2% |