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 |
|---|---|---|
Filed as: NEWFRONT INSURANCE SERVICES Service code 16 · EIN 80-0833114 | Consulting | $51,250 |
Service code 37 · EIN 04-2647786 | Loan Processing | $47,989 |
PISENTI & BRINKER LLP2 years Service code 49 · EIN 94-1585562 | Other Services | $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 | $92,388 | $89,808+2.9% | $100,391-8.0% | $77,643+19.0% |
| Participation rate | 92.5% | 81.2%+11.4pp | 81.5%+11.1pp | 70.6%+22.0pp |
| Annual return | 21.10% | 20.62%+0.5pp | 49.20%-28.1pp | 31.24%-10.1pp |
| Employer contribution / active EE | $4,281 | $3,039+40.9% | $3,942+8.6% | $2,726+57.1% |
| Participant deferral / active EE | $19,313 | $8,284+133.1% | $8,082+139.0% | $4,647+315.6% |
| Admin fee / account holder | $287 | $174+64.6% | $7,899-96.4% | $430-33.3% |