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 25 · EIN 04-2647786 | Directed Trustee | $291,213 |
AMERICAN FUNDS8+ years Filed as: CAPITAL STRATAGIES Service code 16 · EIN 26-4789150 | Consulting | $40,000 |
CROWE LLP7+ years Filed as: CROWE HORWATH LLP Service code 10 · EIN 35-0921680 | Accounting | $33,200 |
SEYFARTH SHAW LLP3 years Service code 29 · EIN 36-2152202 | Legal | $18,136 |
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 | $114,542 | $130,141-12.0% | $86,677+32.1% | $77,904+47.0% |
| Participation rate | 92.7% | 85.9%+6.8pp | 76.6%+16.2pp | 73.7%+19.1pp |
| Annual return | -16.14% | -12.75%-3.4pp | 35.91%-52.1pp | 12.21%-28.3pp |
| Employer contribution / active EE | $4,304 | $3,220+33.7% | $2,836+51.7% | $2,848+51.1% |
| Participant deferral / active EE | $6,429 | $5,757+11.7% | $4,656+38.1% | $4,806+33.8% |
| Admin fee / account holder | $139 | $132+5.3% | $7,493-98.1% | $133+4.6% |