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 | $65,419 |
MILLER KAPLAN ARASE LLP6 years Service code 10 · EIN 95-2036255 | Accounting | $13,750 |
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 | $112,001 | $110,483+1.4% | $145,433-23.0% | $79,634+40.6% |
| Participation rate | 98.7% | 71.1%+27.6pp | 82.1%+16.6pp | 62.5%+36.2pp |
| Annual return | 19.21% | 24.62%-5.4pp | 66.58%-47.4pp | 36.46%-17.2pp |
| Employer contribution / active EE | $2,507 | $4,053-38.1% | $4,554-45.0% | $2,529-0.9% |
| Participant deferral / active EE | $10,783 | $7,216+49.4% | $7,897+36.5% | $3,835+181.2% |
| Admin fee / account holder | $99 | $680-85.5% | $13,129-99.2% | $1,002-90.2% |