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 |
|---|---|---|
VEDDER PRICE1 year Filed as: VEDDERPRICE Service code 27 · EIN 36-3254526 | Advisory (Plan) | $56,739 |
STRATEGIC ADVISORS, INC.7 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $49,200 |
Filed as: DIMEO SCHNEIDER & ASSOCIATES, LLC Service code 27 · EIN 36-4001764 | Advisory (Plan) | $23,142 |
CROWE LLP6 years Service code 10 · EIN 35-0921680 | Accounting | $11,025 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$253,314 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $103,691 | $2,679,533-96.1% | $164,813-37.1% | $199,593-48.0% |
| Participation rate | 67.9% | 78.3%-10.4pp | 78.6%-10.7pp | 72.0%-4.1pp |
| Annual return | 69.51% | 17.93%+51.6pp | 69.93%-0.4pp | 34.25%+35.3pp |
| Employer contribution / active EE | $1,285 | $2,970-56.7% | $4,341-70.4% | $3,034-57.6% |
| Participant deferral / active EE | $3,652 | $5,010-27.1% | $6,031-39.5% | $5,087-28.2% |
| Admin fee / account holder | -$39 | $1,982-101.9% | $12,690-100.3% | $269-114.3% |