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 |
|---|---|---|
NYHART9+ years Service code 15 · EIN 35-0966414 | Recordkeeping | $399,303 |
BAKER & HOSTETLER LLP9+ years Filed as: BAKER & HOSTETLER, LLP Service code 29 · EIN 34-0082025 | Legal | $157,804 |
OXFORD FINANCIAL GROUP, LTD9+ years Service code 27 · EIN 35-1588335 | Advisory (Plan) | $148,876 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB TRUST BANK Service code 21 · EIN 82-3967259 | Bank Trustee | $122,993 |
FORVIS MAZARS, LLP1 year Filed as: FORVIS, LLP Service code 10 · EIN 44-0160260 | Accounting | $20,895 |
MMA SECURITIES LLC1 year Filed as: MARSH USA, INC. Service code 21 · EIN 36-1436000 | Bank Trustee | $9,219 |
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 | $77,810 | $50,287+54.7% | $112,229-30.7% | $80,160-2.9% |
| Participation rate | 78.6% | 52.9%+25.7pp | 72.4%+6.1pp | 72.9%+5.6pp |
| Annual return | 17.69% | 19.72%-2.0pp | 30.20%-12.5pp | 40.38%-22.7pp |
| Employer contribution / active EE | $2,758 | $1,211+127.8% | $3,430-19.6% | $2,978-7.4% |
| Participant deferral / active EE | $4,113 | $2,265+81.6% | $4,798-14.3% | $5,017-18.0% |
| Admin fee / account holder | $160 | $116+38.0% | $7,748-97.9% | $145+10.6% |