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 |
|---|---|---|
NYHART10+ years Service code 15 · EIN 35-0966414 | Recordkeeping | $405,476 |
OXFORD FINANCIAL GROUP, LTD10+ years Service code 27 · EIN 35-1588335 | Advisory (Plan) | $278,590 |
BAKER & HOSTETLER LLP10+ years Filed as: BAKER & HOSTETLER, LLP Service code 29 · EIN 34-0082025 | Legal | $142,458 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB TRUST BANK Service code 21 · EIN 82-3967259 | Bank Trustee | $139,560 |
FORVIS MAZARS, LLP1 year Service code 10 · EIN 44-0160260 | Accounting | $25,910 |
Service code 59 · EIN 94-1737782 | Shareholder Servicing | $6,262 |
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 | $83,808 | $55,347+51.4% | $120,354-30.4% | $199,593-58.0% |
| Participation rate | 86.8% | 52.9%+34.0pp | 71.9%+14.9pp | 72.0%+14.8pp |
| Annual return | 12.84% | 15.37%-2.5pp | 107.15%-94.3pp | 34.25%-21.4pp |
| Employer contribution / active EE | $3,160 | $1,296+143.9% | $3,463-8.7% | $3,034+4.1% |
| Participant deferral / active EE | $4,608 | $2,350+96.1% | $4,991-7.7% | $5,087-9.4% |
| Admin fee / account holder | $184 | $134+37.3% | $9,423-98.0% | $269-31.5% |