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 35-1140070 1300 SOUTH CLINTON STREET · FORT WAYNE, IN 468012248 | Contract Administrator | $3,793 |
Filed as: STEIDLE PENSION SOLUTIONS,LLC Service code 15 1225 ROUTE 31 BUILDING C · LEBANON, NJ 08833 | Recordkeeping | $2,894 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $60,976 | $81,900-25.5% | $119,609-49.0% | $68,494-11.0% |
| Participation rate | 64.9% | 71.9%-7.0pp | 79.3%-14.4pp | 67.9%-3.0pp |
| Annual return | -23.08% | -23.82%+0.7pp | -14.97%-8.1pp | -7.84%-15.2pp |
| Employer contribution / active EE | $1,471 | $2,693-45.4% | $4,232-65.2% | $2,596-43.3% |
| Participant deferral / active EE | $3,356 | $4,148-19.1% | $5,602-40.1% | $4,027-16.7% |
| Admin fee / account holder | $98 | $6,582-98.5% | $10,323-99.0% | $5,403-98.2% |