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 13 · EIN 06-1050034 | Contract Administrator | $57,742 |
Filed as: SIGNATURE SECURITIES GROUP Service code 27 · EIN 13-4120476 | Advisory (Plan) | $42,242 |
CITRIN COOPERMAN1 year Service code 10 · EIN 22-2428965 | Accounting | $35,000 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $19,360 | $26,906-28.0% | $61,373-68.5% | $77,904-75.1% |
| Participation rate | 27.5% | 33.4%-5.9pp | 52.6%-25.1pp | 73.7%-46.2pp |
| Annual return | -14.73% | -14.46%-0.3pp | 338.61%-353.3pp | 12.21%-26.9pp |
| Employer contribution / active EE | $195 | $521-62.7% | $1,159-83.2% | $2,848-93.2% |
| Participant deferral / active EE | $1,077 | $1,180-8.7% | $2,125-49.3% | $4,806-77.6% |
| Admin fee / account holder | $155 | $117+32.6% | $2,130-92.7% | $133+17.0% |