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 6-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 | $122,211 |
ROCATON INVESTMENT ADVISORS, LLC2+ years Service code 27 · EIN 04-3638035 | Advisory (Plan) | $24,242 |
WINDHAM BRANNON1 year Filed as: WINDHAM BRANNON, PC Service code 10 · EIN 58-1763439 | Accounting | $18,100 |
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 | $62,375 | $144,996-57.0% | $111,297-44.0% | $93,030-33.0% |
| Participation rate | 98.1% | 86.2%+11.9pp | 77.3%+20.8pp | 73.9%+24.2pp |
| Annual return | 15.93% | 18.26%-2.3pp | 54.65%-38.7pp | 158.70%-142.8pp |
| Employer contribution / active EE | $2,242 | $3,056-26.6% | $2,731-17.9% | $2,706-17.1% |
| Participant deferral / active EE | $4,109 | $5,587-26.5% | $4,487-8.4% | $4,562-9.9% |
| Admin fee / account holder | $49 | $103-52.8% | $7,964-99.4% | $152-67.8% |