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 3-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 | $66,285 |
MORGAN STANLEY SMITH BARNEY3+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 26 · EIN 20-8764829 | Advisory (Participants) | $63,728 |
CLIFTONLARSONALLEN LLP2 years Service code 10 · EIN 41-0746749 | Accounting | $30,293 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,896 |
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 | $61,020 | $98,727-38.2% | $113,168-46.1% | $85,563-28.7% |
| Participation rate | 71.8% | 80.8%-9.0pp | 76.6%-4.7pp | 66.0%+5.9pp |
| Annual return | 16.38% | 17.43%-1.0pp | 24.27%-7.9pp | 31.51%-15.1pp |
| Employer contribution / active EE | $1,613 | $2,907-44.5% | $2,975-45.8% | $2,654-39.2% |
| Participant deferral / active EE | $3,628 | $5,424-33.1% | $5,107-29.0% | $4,375-17.1% |
| Admin fee / account holder | $186 | $357-48.0% | $12,068-98.5% | $834-77.8% |