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 |
|---|---|---|
FID INV INST OPS CO5 years Service code 37 · EIN 04-2647786 | Loan Processing | $186,820 |
BAKER TILLY US, LLP1 year Service code 10 · EIN 30-1413443 | Accounting | $11,950 |
Filed as: RAYMOND JAMES FIN SERVICES Service code 16 · EIN 59-2937883 | Consulting | $4,200 |
Filed as: VALIC Service code 28 · EIN 74-1625348 | Investment Management | $0 |
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 | $116,165 | $50,127+131.7% | $149,673-22.4% | $80,160+44.9% |
| Participation rate | 96.3% | 64.3%+32.0pp | 78.8%+17.5pp | 72.9%+23.4pp |
| Annual return | 18.74% | 29.82%-11.1pp | 134.42%-115.7pp | 40.38%-21.6pp |
| Employer contribution / active EE | $0 | $1,865-100.0% | $4,818-100.0% | $2,978-100.0% |
| Participant deferral / active EE | $12,003 | $3,194+275.8% | $5,680+111.3% | $5,017+139.2% |
| Admin fee / account holder | $84 | $153-45.1% | $13,210-99.4% | $145-42.2% |