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, PC6+ years Filed as: SMITH FINANCIAL INVESTMENT ADVISORS Service code 27 1830 S. PLATE STREET · KOKOMO, IN 46902 | Advisory (Plan) | $35,962 |
NEWPORT GROUP, INC.5 years Service code 15 · EIN 27-2037969 | Recordkeeping | $25,526 |
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 | $44,235 | $54,573-18.9% | $90,951-51.4% | $73,488-39.8% |
| Participation rate | 93.8% | 61.2%+32.6pp | 69.0%+24.7pp | 70.7%+23.1pp |
| Annual return | 12.63% | 16.69%-4.1pp | 134.60%-122.0pp | 28.51%-15.9pp |
| Employer contribution / active EE | $2,960 | $991+198.6% | $2,122+39.5% | $2,270+30.4% |
| Participant deferral / active EE | $2,806 | $2,517+11.5% | $3,373-16.8% | $3,740-25.0% |
| Admin fee / account holder | $395 | $521-24.2% | $5,959-93.4% | $513-22.9% |