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 26 · EIN 47-1411118 | Advisory (Participants) | $43,646 |
NWPS4 years Service code 37 · EIN 91-2090931 300 E. JOPPA ROAD, SUITE 601 · TOWSON, MD 21286 | Loan Processing | $36,023 |
BENEFIT AUDIT GROUP, LLC1 year Service code 10 · EIN 26-2404897 | Accounting | $11,500 |
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 | $57,610 | $53,165+8.4% | $86,188-33.2% | $74,419-22.6% |
| Participation rate | 99.4% | 64.9%+34.5pp | 69.0%+30.4pp | 70.7%+28.6pp |
| Annual return | 19.46% | 22.64%-3.2pp | 1168.45%-1149.0pp | 34.38%-14.9pp |
| Employer contribution / active EE | $2,233 | $1,210+84.6% | $2,380-6.2% | $2,637-15.3% |
| Participant deferral / active EE | $7,128 | $3,234+120.4% | $3,985+78.9% | $4,528+57.4% |
| Admin fee / account holder | $196 | $551-64.4% | $6,852-97.1% | $348-43.5% |