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 6-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 | $18,976 |
PISENTI & BRINKER LLP1 year Service code 10 · EIN 94-1585562 | Accounting | $13,000 |
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 | $67,287 | $89,282-24.6% | $94,646-28.9% | $74,419-9.6% |
| Participation rate | 87.5% | 82.4%+5.0pp | 80.8%+6.6pp | 70.7%+16.7pp |
| Annual return | 53.93% | 25.96%+28.0pp | 156.71%-102.8pp | 34.38%+19.5pp |
| Employer contribution / active EE | $4,707 | $3,022+55.7% | $3,672+28.2% | $2,637+78.5% |
| Participant deferral / active EE | $15,836 | $8,425+88.0% | $7,418+113.5% | $4,528+249.7% |
| Admin fee / account holder | $77 | $219-64.9% | $7,231-98.9% | $348-77.9% |