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 37 · EIN 04-2647786 | Loan Processing | $111,938 |
LOCKTON INVESTMENT ADVISORS, LLC1+ years Filed as: LOCKTON INVESTMENT ADVISORS LLC Service code 27 · EIN 20-8874282 | Advisory (Plan) | $26,250 |
BAKER TILLY US, LLP2+ years Filed as: MONTGOMERY COSCIA GREILICH LLP Service code 10 · EIN 75-2919818 | Accounting | $11,226 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,477 | $43,110-50.2% | $156,549-86.3% | $65,292-67.1% |
| Participation rate | 29.2% | 69.3%-40.2pp | 84.0%-54.8pp | 72.4%-43.3pp |
| Annual return | 21.72% | 11.24%+10.5pp | 32.23%-10.5pp | 11.84%+9.9pp |
| Employer contribution / active EE | $73 | $1,702-95.7% | $5,501-98.7% | $2,302-96.8% |
| Participant deferral / active EE | $1,481 | $2,520-41.2% | $4,871-69.6% | $3,579-58.6% |
| Admin fee / account holder | $61 | $47+29.3% | $13,027-99.5% | $57+6.5% |