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 | $40,724 |
SENSIBA SAN FILIPPO LLP3 years Filed as: SENSIBA LLP Service code 10 · EIN 94-2370906 | Accounting | $17,000 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $118,360 | $145,877-18.9% | $150,045-21.1% | $102,872+15.1% |
| Participation rate | 82.2% | 79.8%+2.3pp | 82.3%-0.2pp | 73.0%+9.1pp |
| Annual return | 27.27% | 21.37%+5.9pp | 62.55%-35.3pp | 19.06%+8.2pp |
| Employer contribution / active EE | $0 | $4,710-100.0% | $4,693-100.0% | $3,526-100.0% |
| Participant deferral / active EE | $24,443 | $9,491+157.5% | $7,997+205.6% | $5,535+341.6% |
| Admin fee / account holder | $28 | $176-84.3% | $13,435-99.8% | $292-90.5% |