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 |
|---|---|---|
PRICEWATERHOUSECOOPERS LLP10+ years Service code 10 · EIN 13-4008324 | Accounting | $89,592 |
ALAN BILLER & ASSOCIATES10+ years Filed as: ALAN D BILLER ASSOCIATES INC Service code 27 · EIN 94-2854958 | Advisory (Plan) | $61,887 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 15 · EIN 04-2647786 | Recordkeeping | $26,600 |
QDRO CONSULTANTS COMPANY, LLC10+ years Service code 12 · EIN 34-1820650 | Claims processing; Direct payment fro... | $10,500 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $188,095 | $140,769+33.6% | $82,389+128.3% | $140,769+33.6% |
| Participation rate | 91.5% | 74.2%+17.3pp | 69.5%+21.9pp | 74.2%+17.3pp |
| Annual return | 11.59% | 16.82%-5.2pp | 28.67%-17.1pp | 16.82%-5.2pp |
| Employer contribution / active EE | $1,873 | $3,906-52.0% | $2,517-25.6% | $3,906-52.0% |
| Participant deferral / active EE | $9,005 | $6,717+34.1% | $4,155+116.8% | $6,717+34.1% |
| Admin fee / account holder | $10 | $229-95.5% | $7,231-99.9% | $229-95.5% |