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 |
|---|---|---|
LAVINE, LOFGREN, MORRIS & ENGELBERG10+ years Filed as: LAVINE,LOFGREN,MORRIS & ENGELBERG Service code 10 · EIN 33-0690020 | Accounting | $6,100 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $4,496 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,549 | $66,457-26.9% | $81,382-40.3% | $77,643-37.5% |
| Participation rate | 75.2% | 68.7%+6.4pp | 69.5%+5.7pp | 70.6%+4.6pp |
| Annual return | 14.31% | 15.93%-1.6pp | 24.73%-10.4pp | 31.24%-16.9pp |
| Employer contribution / active EE | $462 | $2,159-78.6% | $2,463-81.2% | $2,726-83.0% |
| Participant deferral / active EE | $4,101 | $3,679+11.5% | $3,883+5.6% | $4,647-11.8% |
| Admin fee / account holder | $33 | $583-94.3% | $5,768-99.4% | $430-92.3% |