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 42-0127290 | Contract Administrator | $139,687 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $53,395 |
SCHNEIDER DOWNS & CO., INC.3 years Filed as: SCHNEIDER DOWNS Service code 10 · EIN 25-1408703 | Accounting | $17,456 |
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 | $78,341 | $104,919-25.3% | $116,228-32.6% | $85,563-8.4% |
| Participation rate | 93.3% | 78.6%+14.7pp | 74.6%+18.8pp | 66.0%+27.3pp |
| Annual return | 14.10% | 15.38%-1.3pp | 90.06%-76.0pp | 31.51%-17.4pp |
| Employer contribution / active EE | $2,478 | $3,485-28.9% | $2,994-17.2% | $2,654-6.6% |
| Participant deferral / active EE | $3,775 | $5,306-28.8% | $4,953-23.8% | $4,375-13.7% |
| Admin fee / account holder | $172 | $429-59.7% | $11,989-98.6% | $834-79.3% |