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 | $43,603 |
WITHUMSMITH+BROWN, PC8 years Filed as: BROWN ADVISORY LLC Service code 27 · EIN 75-3014089 | Advisory (Plan) | $39,382 |
TURNER, LEINS & GOLD, LLC8 years Service code 10 · EIN 54-2024361 | Accounting | $29,658 |
Service code 27 · EIN 23-2748550 2500 MONROE BLVD · AUDUBON, PA 19403 | Advisory (Plan) | $5,616 |
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 | $28,810 | $62,624-54.0% | $177,989-83.8% | $77,643-62.9% |
| Participation rate | 88.6% | 66.8%+21.7pp | 77.1%+11.5pp | 70.6%+18.0pp |
| Annual return | 14.68% | 16.16%-1.5pp | 294.48%-279.8pp | 31.24%-16.6pp |
| Employer contribution / active EE | $0 | $1,909-100.0% | $3,949-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $3,232 | $4,219-23.4% | $6,276-48.5% | $4,647-30.4% |
| Admin fee / account holder | $201 | $386-47.9% | $10,363-98.1% | $430-53.3% |