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 13 · EIN 42-0127290 | Contract Administrator | $68,357 |
ADP BROKER-DEALER1 year Filed as: PENSION CONSULTANTS Service code 27 · EIN 43-1685158 | Advisory (Plan) | $33,812 |
KATZ, SAPPER & MILLER1 year Service code 10 · EIN 35-1090346 | Accounting | $28,582 |
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 | $34,151 | $92,971-63.3% | $96,683-64.7% | $74,419-54.1% |
| Participation rate | 100.0% | 71.5%+28.5pp | 74.3%+25.7pp | 70.7%+29.3pp |
| Annual return | 16.82% | 37.49%-20.7pp | 35.69%-18.9pp | 34.38%-17.6pp |
| Employer contribution / active EE | $1,052 | $3,426-69.3% | $3,737-71.8% | $2,637-60.1% |
| Participant deferral / active EE | $4,026 | $3,970+1.4% | $4,878-17.5% | $4,528-11.1% |
| Admin fee / account holder | $172 | $633-72.9% | $6,730-97.4% | $348-50.6% |