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 | $255,850 |
CALLAN LLC8+ years Filed as: CALLAN ASSOCIATES INC Service code 16 · EIN 94-2192581 | Consulting | $104,539 |
BKD, LLP5 years Service code 10 · EIN 44-0160260 | Accounting | $24,215 |
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 | $90,852 | $140,190-35.2% | $115,756-21.5% | $77,904+16.6% |
| Participation rate | 99.2% | 81.0%+18.2pp | 77.1%+22.2pp | 73.7%+25.6pp |
| Annual return | -16.50% | -13.46%-3.0pp | 143.14%-159.6pp | 12.21%-28.7pp |
| Employer contribution / active EE | $3,629 | $3,169+14.5% | $3,793-4.3% | $2,848+27.4% |
| Participant deferral / active EE | $6,784 | $5,401+25.6% | $6,254+8.5% | $4,806+41.2% |
| Admin fee / account holder | $104 | $138-24.7% | $8,124-98.7% | $133-21.3% |