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 37 · EIN 04-2647786 | Loan Processing | $29,097 |
SUNTRUST BANKS, INC.1 year Filed as: STERLING INVESTMENT SERVICE Service code 27 1055 WESTLAKES DR. · BERWYN, PA 19312 | Advisory (Plan) | $27,814 |
KREISCHER MILLER1 year Service code 10 · EIN 23-1980475 | Accounting | $10,448 |
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 | $120,007 | $63,299+89.6% | $91,001+31.9% | $62,292+92.7% |
| Participation rate | 84.6% | 73.3%+11.3pp | 75.6%+9.0pp | 69.5%+15.1pp |
| Annual return | 15.74% | 20.99%-5.3pp | 4.60%+11.1pp | 28.90%-13.2pp |
| Employer contribution / active EE | $726 | $1,807-59.8% | $2,456-70.4% | $2,042-64.5% |
| Participant deferral / active EE | $3,819 | $2,943+29.8% | $3,547+7.7% | $3,169+20.5% |
| Admin fee / account holder | $512 | $468+9.4% | $5,417-90.6% | $479+6.8% |