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 | $19,631 |
GREERWALKER LLP1 year Filed as: GREERWALKER Service code 10 · EIN 56-1434747 | Accounting | $14,000 |
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 | $40,918 | $54,193-24.5% | $93,654-56.3% | $77,671-47.3% |
| Participation rate | 89.0% | 63.9%+25.1pp | 68.7%+20.3pp | 70.6%+18.4pp |
| Annual return | 16.58% | 30.54%-14.0pp | 133.34%-116.8pp | 31.21%-14.6pp |
| Employer contribution / active EE | $1,467 | $1,168+25.6% | $2,421-39.4% | $2,726-46.2% |
| Participant deferral / active EE | $3,936 | $3,144+25.2% | $4,413-10.8% | $4,648-15.3% |
| Admin fee / account holder | $92 | $576-84.0% | $8,282-98.9% | $430-78.6% |