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 5-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 | $329,329 |
MORGAN STANLEY SMITH BARNEY3+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 26 · EIN 20-8764829 | Advisory (Participants) | $95,493 |
CARON & BLETZER, PLLC2 years Filed as: CARON & BLETZER PLLC Service code 10 · EIN 04-3499945 | Accounting | $25,915 |
REHMANN ROBSON1 year Service code 10 · EIN 38-3567911 | Accounting | $17,705 |
Service code 61 · EIN 95-3706234 | Finders' fees / placement fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,884 | $47,540-22.4% | $79,550-53.6% | $89,394-58.7% |
| Participation rate | 19.7% | 54.9%-35.2pp | 69.5%-49.8pp | 71.3%-51.6pp |
| Annual return | 44.29% | -8.05%+52.3pp | 0.16%+44.1pp | -11.89%+56.2pp |
| Employer contribution / active EE | $0 | $1,122-100.0% | $2,413-100.0% | $3,022-100.0% |
| Participant deferral / active EE | $963 | $1,961-50.9% | $3,985-75.8% | $5,123-81.2% |
| Admin fee / account holder | $123 | $59+109.8% | $6,832-98.2% | $79+54.7% |