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 |
|---|---|---|
SMS RETIREMENT4 years Service code 26 · EIN 31-1140818 4540 COOPER ROAD - SUITE 303 · CINCINNATI, OH 45242 | Advisory (Participants) | $2,355 |
THE LEGEND GROUP5+ years Service code 26 · EIN 13-2935555 4600 E PARK DRIVE - SUITE 300 · PALM BEACH GARDENS, FL 33410 | Advisory (Participants) | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,594 | $66,310+27.6% | $93,606-9.6% | $65,185+29.8% |
| Participation rate | 76.4% | 74.0%+2.4pp | 75.8%+0.6pp | 70.2%+6.2pp |
| Annual return | 22.76% | 42.58%-19.8pp | 32.76%-10.0pp | 29.38%-6.6pp |
| Employer contribution / active EE | $418 | $2,012-79.2% | $2,718-84.6% | $2,177-80.8% |
| Participant deferral / active EE | $3,020 | $3,342-9.6% | $4,069-25.8% | $3,514-14.1% |
| Admin fee / account holder | $416 | $6,897-94.0% | $7,888-94.7% | $847-50.8% |