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 8-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 | $56,853 |
THREE BELL CAPITAL LLC5 years Filed as: THREE BELL CAPITAL Service code 27 · EIN 45-3567626 | Advisory (Plan) | $43,082 |
SENSIBA SAN FILIPPO LLP1 year Filed as: SENSIBA LLP Service code 10 · EIN 94-2370906 | Accounting | $7,375 |
Employer contribution per participant 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 | $49,125 | $34,677+41.7% | $77,024-36.2% | $64,808-24.2% |
| Participation rate | 81.2% | 49.8%+31.4pp | 67.9%+13.3pp | 71.5%+9.8pp |
| Annual return | -18.42% | -5.33%-13.1pp | 42.32%-60.7pp | 32.82%-51.2pp |
| Employer contribution / active EE | $0 | $1,370-100.0% | $2,812-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $8,566 | $2,556+235.1% | $4,426+93.5% | $4,310+98.7% |
| Admin fee / account holder | $203 | $179+13.6% | $5,425-96.3% | $188+8.0% |