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 |
|---|---|---|
SMITH & HOWARD, PC3+ years Filed as: SMITH FINANCIAL INVESTMENT ADVISORS Service code 27 1830 S. PLATE STREET · KOKOMO, IN 46902 | Advisory (Plan) | $28,134 |
NEWPORT GROUP, INC.2 years Service code 15 · EIN 27-2037969 | Recordkeeping | $18,007 |
HUMPHREY CPA GROUP, LLC3+ years Service code 10 · EIN 27-2586621 | Accounting | $5,200 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $36,713 | $71,192-48.4% | $117,854-68.8% | $62,292-41.1% |
| Participation rate | 87.8% | 74.2%+13.6pp | 79.7%+8.1pp | 69.5%+18.3pp |
| Annual return | 13.71% | 18.66%-4.9pp | 335.08%-321.4pp | 28.90%-15.2pp |
| Employer contribution / active EE | $1,916 | $1,934-0.9% | $3,786-49.4% | $2,042-6.2% |
| Participant deferral / active EE | $2,198 | $3,189-31.1% | $4,482-51.0% | $3,169-30.6% |
| Admin fee / account holder | $359 | $587-38.9% | $8,020-95.5% | $479-25.1% |