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 3-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 | $99,288 |
ERNST & YOUNG LLP2 years Filed as: ERNST & YOUNG U.S. LLP Service code 10 · EIN 34-6565596 | Accounting | $60,000 |
HOLLAND & KNIGHT3+ years Service code 29 · EIN 59-0663819 | Legal | $19,240 |
Filed as: EXPERIS US, INC. Service code 10 · EIN 39-1929719 | Accounting | $12,245 |
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 | $168,305 | $88,890+89.3% | $102,423+64.3% | $77,643+116.8% |
| Participation rate | 98.9% | 80.9%+18.0pp | 76.5%+22.5pp | 70.6%+28.4pp |
| Annual return | 16.90% | 24.98%-8.1pp | 29.32%-12.4pp | 31.24%-14.3pp |
| Employer contribution / active EE | $11,043 | $2,698+309.4% | $3,023+265.3% | $2,726+305.1% |
| Participant deferral / active EE | $12,599 | $5,145+144.9% | $5,053+149.3% | $4,647+171.1% |
| Admin fee / account holder | $217 | $235-8.0% | $9,451-97.7% | $430-49.7% |