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 | $567,846 |
MERCER10+ years Service code 16 · EIN 30-0282430 | Consulting | $88,675 |
SCHNEIDER DOWNS & CO., INC.2 years Service code 10 · EIN 25-1408703 | Accounting | $31,672 |
Form 5500 reported that benefits due were not provided when due.
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 | $65,818 | $159,391-58.7% | $102,423-35.7% | $99,062-33.6% |
| Participation rate | 99.1% | 88.6%+10.5pp | 76.5%+22.6pp | 71.6%+27.5pp |
| Annual return | 13.85% | 19.03%-5.2pp | 29.32%-15.5pp | 17.66%-3.8pp |
| Employer contribution / active EE | $3,451 | $4,207-18.0% | $3,023+14.1% | $3,262+5.8% |
| Participant deferral / active EE | $5,270 | $7,498-29.7% | $5,053+4.3% | $5,331-1.1% |
| Admin fee / account holder | $84 | $159-46.9% | $9,451-99.1% | $109-22.5% |