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 64 · EIN 04-2647786 | Recordkeeping Fees | $47,816 |
Service code 27 · EIN 82-0560956 | Advisory (Plan) | $20,000 |
HARDING LOEVNER LP1 year Filed as: HARDING, SHYMANSKI & COMPANY, P.S. Service code 10 · EIN 35-1346211 | Accounting | $10,300 |
Form 5500 reported that benefits due were not provided when due.
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 | $45,700 | $99,078-53.9% | $96,544-52.7% | $74,419-38.6% |
| Participation rate | 95.5% | 80.7%+14.8pp | 76.0%+19.5pp | 70.7%+24.7pp |
| Annual return | 17.91% | 22.48%-4.6pp | 25.84%-7.9pp | 34.38%-16.5pp |
| Employer contribution / active EE | $949 | $2,570-63.1% | $2,965-68.0% | $2,637-64.0% |
| Participant deferral / active EE | $4,209 | $4,933-14.7% | $4,851-13.2% | $4,528-7.0% |
| Admin fee / account holder | $218 | $225-2.9% | $8,252-97.4% | $348-37.3% |