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 | $1,107,295 |
CALLAN LLC2 years Service code 16 · EIN 94-2192581 | Consulting | $147,848 |
KPMG LLP1 year Filed as: KMPG LLP Service code 10 · EIN 13-5565207 | Accounting | $44,000 |
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,867 | $52,155+64.6% | $101,248-15.2% | $106,222-19.2% |
| Participation rate | 96.7% | 81.2%+15.5pp | 75.8%+20.9pp | 70.8%+25.9pp |
| Annual return | 18.17% | 13.07%+5.1pp | 46.47%-28.3pp | 21.69%-3.5pp |
| Employer contribution / active EE | $4,112 | $3,414+20.4% | $3,660+12.4% | $2,723+51.0% |
| Participant deferral / active EE | $6,804 | $2,716+150.6% | $4,370+55.7% | $4,600+47.9% |
| Admin fee / account holder | $58 | $102-42.8% | $5,945-99.0% | $78-25.9% |