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 9-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 | $234,394 |
NEPC, LLC4 years Service code 28 · EIN 26-1429809 | Investment Management | $87,751 |
MELTON & MELTON LLP8 years Filed as: MELTON & MELTON, L.L.P. Service code 10 · EIN 74-1550819 | Accounting | $26,730 |
Form 5500 reported that benefits due were not provided when due.
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 | $159,015 | $67,679+135.0% | $155,509+2.3% | $99,062+60.5% |
| Participation rate | 80.2% | 67.2%+13.0pp | 78.2%+2.0pp | 71.6%+8.6pp |
| Annual return | 20.03% | 16.16%+3.9pp | 64.67%-44.6pp | 17.66%+2.4pp |
| Employer contribution / active EE | $5,382 | $2,268+137.2% | $4,672+15.2% | $3,262+65.0% |
| Participant deferral / active EE | $7,101 | $3,828+85.5% | $5,626+26.2% | $5,331+33.2% |
| Admin fee / account holder | $44 | $94-53.3% | $15,912-99.7% | $109-59.8% |