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 15 · EIN 13-3689044 | Recordkeeping | $25,937 |
SMITH & HOWARD, PC1 year Filed as: SMITH BROTHERS FINANCIAL Service code 27 · EIN 06-1517948 | Advisory (Plan) | $25,731 |
ADP BROKER-DEALER2 years Filed as: PENSION CONSULTANTS INC Service code 15 10 WATERSIDE DRIVE SUITE 200 · FARMINGTON, CT 06032 | Recordkeeping | $15,471 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,298 | $50,815-20.7% | $155,509-74.1% | $77,643-48.1% |
| Participation rate | 37.3% | 63.1%-25.8pp | 78.2%-40.9pp | 70.6%-33.3pp |
| Annual return | 13.26% | 34.80%-21.5pp | 64.67%-51.4pp | 31.24%-18.0pp |
| Employer contribution / active EE | $314 | $1,993-84.2% | $4,672-93.3% | $2,726-88.5% |
| Participant deferral / active EE | $2,537 | $2,822-10.1% | $5,626-54.9% | $4,647-45.4% |
| Admin fee / account holder | $183 | $437-58.2% | $15,912-98.9% | $430-57.6% |