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 RETIREMENT5 years Service code 26 · EIN 31-1140818 4540 COOPER ROAD - SUITE 303 · CINCINNATI, OH 45242 | Advisory (Participants) | $2,500 |
THE LEGEND GROUP6+ 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.)
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $80,312 | $70,908+13.3% | $98,907-18.8% | $73,488+9.3% |
| Participation rate | 73.8% | 73.8%0pp | 76.0%-2.3pp | 70.7%+3.1pp |
| Annual return | 10.52% | 34.17%-23.7pp | 196.43%-185.9pp | 28.51%-18.0pp |
| Employer contribution / active EE | $389 | $2,036-80.9% | $2,689-85.5% | $2,270-82.9% |
| Participant deferral / active EE | $2,831 | $3,500-19.1% | $4,244-33.3% | $3,740-24.3% |
| Admin fee / account holder | $358 | $535-33.2% | $6,642-94.6% | $513-30.3% |