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 7-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: AUDIT AND TAX SOLUTIONS CPAS INC. Service code 10 · EIN 94-3211753 | Accounting | $8,750 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,675 |
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 | $59,445 | $86,922-31.6% | $102,438-42.0% | $80,874-26.5% |
| Participation rate | 73.8% | 72.4%+1.4pp | 76.5%-2.7pp | 67.6%+6.2pp |
| Annual return | 26.78% | 18.90%+7.9pp | 29.37%-2.6pp | 35.62%-8.8pp |
| Employer contribution / active EE | $4,374 | $2,369+84.6% | $3,024+44.7% | $2,756+58.7% |
| Participant deferral / active EE | $13,704 | $4,119+232.7% | $5,054+171.2% | $4,297+218.9% |
| Admin fee / account holder | $50 | $8,050-99.4% | $9,448-99.5% | $6,935-99.3% |