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 | $244,454 |
CALLAN LLC6+ years Filed as: CALLAN ASSOCIATES INC Service code 16 · EIN 94-2192581 | Consulting | $99,277 |
BKD, LLP3 years Service code 10 · EIN 44-0160260 | Accounting | $21,216 |
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 | $99,428 | $143,525-30.7% | $379,746-73.8% | $90,288+10.1% |
| Participation rate | 98.3% | 82.9%+15.3pp | 78.4%+19.8pp | 73.4%+24.9pp |
| Annual return | 17.33% | 18.97%-1.6pp | 34.90%-17.6pp | 53.97%-36.6pp |
| Employer contribution / active EE | $3,213 | $3,201+0.4% | $3,540-9.2% | $2,524+27.3% |
| Participant deferral / active EE | $5,870 | $5,231+12.2% | $6,024-2.6% | $4,232+38.7% |
| Admin fee / account holder | $107 | $100+6.6% | $7,927-98.7% | $114-6.2% |