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 | $505,256 |
401K ADVISORS INC1 year Filed as: 401K MICHAEL BEST Service code 29 | Legal | $244,266 |
ERNST & YOUNG LLP1 year Filed as: ERNST YOUNG LLP Service code 10 | Accounting | $66,000 |
401K ADVISORS INC1 year Filed as: 401K LOFFLER Service code 10 BIN #131511, P.O. BOX 1 · MINNEAPOLIS, MN 55480 | Accounting | $6,311 |
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 | $127,358 | $151,876-16.1% | $113,168+12.5% | $117,739+8.2% |
| Participation rate | 94.6% | 92.5%+2.0pp | 76.6%+18.0pp | 76.6%+17.9pp |
| Annual return | 17.83% | 15.75%+2.1pp | 24.27%-6.4pp | 17.29%+0.5pp |
| Employer contribution / active EE | $4,415 | $4,598-4.0% | $2,975+48.4% | $3,746+17.9% |
| Participant deferral / active EE | $6,985 | $7,767-10.1% | $5,107+36.8% | $6,128+14.0% |
| Admin fee / account holder | $83 | $70+18.4% | $12,068-99.3% | $112-26.0% |