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 | $1,649,118 |
SPENCERFANE1 year Service code 16 · EIN 44-0561981 | Consulting | $199,546 |
NEPC, LLC4 years Filed as: NEPC LLC Service code 16 · EIN 26-1429809 | Consulting | $183,311 |
CERITY PARTNERS1 year Filed as: CERITY PARTNERS LLC Service code 26 · EIN 27-1180831 | Advisory (Participants) | $126,662 |
LUTZ & COMPANY, PC4 years Service code 10 · EIN 47-0625816 | Accounting | $42,000 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING BILLING Service code 26 · EIN 43-1270780 | Advisory (Participants) | $6,025 |
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 | $114,094 | $140,769-18.9% | $107,525+6.1% | $140,769-18.9% |
| Participation rate | 88.6% | 74.2%+14.4pp | 75.1%+13.5pp | 74.2%+14.4pp |
| Annual return | 19.09% | 16.82%+2.3pp | 181.32%-162.2pp | 16.82%+2.3pp |
| Employer contribution / active EE | $4,519 | $3,906+15.7% | $3,754+20.4% | $3,906+15.7% |
| Participant deferral / active EE | $7,981 | $6,717+18.8% | $5,116+56.0% | $6,717+18.8% |
| Admin fee / account holder | $69 | $229-70.1% | $8,919-99.2% | $229-70.1% |