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 | $2,713 |
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 | $135,496 | $76,670+76.7% | $96,683+40.1% | $71,457+89.6% |
| Participation rate | 82.3% | 66.6%+15.7pp | 74.3%+8.0pp | 67.9%+14.4pp |
| Annual return | 21.25% | 48.29%-27.0pp | 35.69%-14.4pp | 28.85%-7.6pp |
| Employer contribution / active EE | $8,769 | $3,031+189.3% | $3,737+134.7% | $2,588+238.9% |
| Participant deferral / active EE | $9,036 | $3,771+139.6% | $4,878+85.2% | $4,289+110.7% |
| Admin fee / account holder | $47 | $2,028-97.7% | $6,730-99.3% | $1,587-97.1% |