See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
SMITH & HOWARD, PC3 years Filed as: SMITH BROTHERS FINANCIAL, LLC Service code 26 · EIN 04-3046611 68 NATIONAL DRIVE · GLASTONBURY, CT 06033 | Advisory (Participants) | $24,286 |
PAYCHEX, INC.3 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $16,675 |
Service code 13 · EIN 47-1637791 1373 VETERANS HIGHWAY · HAUPPAUGE, NY 11788 | Contract Administrator | $7,150 |
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 | $47,409 | $87,870-46.0% | $113,168-58.1% | $74,304-36.2% |
| Participation rate | 82.6% | 70.7%+11.9pp | 76.6%+6.0pp | 60.3%+22.3pp |
| Annual return | 17.12% | 26.44%-9.3pp | 24.27%-7.2pp | 29.43%-12.3pp |
| Employer contribution / active EE | $2,454 | $2,277+7.8% | $2,975-17.5% | $2,241+9.5% |
| Participant deferral / active EE | $3,945 | $4,241-7.0% | $5,107-22.8% | $3,767+4.7% |
| Admin fee / account holder | $219 | $3,368-93.5% | $12,068-98.2% | $2,969-92.6% |