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 |
|---|---|---|
SINGERLEWAK LLP4 years Service code 10 · EIN 95-2307617 | Accounting | $41,375 |
Filed as: BENEFIT FINANCIAL SERVICES GROUP ( Service code 16 · EIN 20-8161914 | Consulting | $9,500 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$5,310 |
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 | $73,874 | $89,436-17.4% | $164,813-55.2% | $77,643-4.9% |
| Participation rate | 83.5% | 78.6%+4.9pp | 78.6%+4.9pp | 70.6%+12.9pp |
| Annual return | 16.31% | 28.83%-12.5pp | 69.93%-53.6pp | 31.24%-14.9pp |
| Employer contribution / active EE | $1,505 | $2,569-41.4% | $4,341-65.3% | $2,726-44.8% |
| Participant deferral / active EE | $3,862 | $4,897-21.1% | $6,031-36.0% | $4,647-16.9% |
| Admin fee / account holder | $89 | $339-73.7% | $12,690-99.3% | $430-79.3% |