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 |
|---|---|---|
Filed as: NATHAN WECHSLER & COMPANY P.A Service code 10 · EIN 02-0327524 | Accounting | $6,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $5,900 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,708 | $69,362+10.6% | $101,248-24.2% | $73,488+4.4% |
| Participation rate | 81.3% | 68.4%+12.9pp | 75.8%+5.4pp | 70.7%+10.6pp |
| Annual return | 18.76% | 18.46%+0.3pp | 46.47%-27.7pp | 28.51%-9.8pp |
| Employer contribution / active EE | $4,782 | $2,628+82.0% | $3,660+30.7% | $2,270+110.7% |
| Participant deferral / active EE | $5,630 | $3,300+70.6% | $4,370+28.8% | $3,740+50.5% |
| Admin fee / account holder | $65 | $704-90.7% | $5,945-98.9% | $513-87.3% |