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 13 · EIN 42-0127290 | Contract Administrator | $24,530 |
SMITH & HOWARD, PC1 year Filed as: SMITH BROTHERS FINANCIAL, LLC Service code 27 · EIN 06-1517948 | Advisory (Plan) | $11,428 |
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 | $68,751 | $79,171-13.2% | $102,423-32.9% | $74,495-7.7% |
| Participation rate | 93.0% | 74.8%+18.2pp | 76.5%+16.5pp | 67.2%+25.8pp |
| Annual return | 9.52% | 54.93%-45.4pp | 29.32%-19.8pp | 1364.94%-1355.4pp |
| Employer contribution / active EE | $1,578 | $2,362-33.2% | $3,023-47.8% | $2,623-39.8% |
| Participant deferral / active EE | $4,991 | $4,415+13.0% | $5,053-1.2% | $4,346+14.8% |
| Admin fee / account holder | $261 | $2,001-86.9% | $9,451-97.2% | $1,942-86.5% |