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 |
|---|---|---|
ZENITH AMERICAN SOLUTIONS8 years Filed as: ZENITH AMERICAN SOLUTIONS INC. Service code 12 · EIN 52-1590516 | Claims processing | $129,099 |
Service code 37 · EIN 04-2647786 | Loan Processing | $77,961 |
SPIVAK LIPTON LLP10+ years Filed as: SPIVAK LIPTON Service code 21 · EIN 13-3494495 | Bank Trustee | $72,534 |
SIKICH LLP1 year Filed as: SIKICH CPA LLC Service code 10 · EIN 54-1172176 | Accounting | $61,300 |
THE VANGUARD GROUP, INC.10+ years Filed as: VANGUARD Service code 15 · EIN 23-1945930 | Recordkeeping | $34,942 |
SCHULTHEIS & PANETTIERI, LLP8 years Filed as: SCHULTHEIS & PANETTIERI Service code 10 · EIN 13-1577780 | Accounting | $26,254 |
MARQUETTE ASSOCIATES1 year Service code 21 · EIN 36-3555078 | Bank Trustee | $25,000 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $94,693 | $55,331+71.1% | $81,812+15.7% | $199,593-52.6% |
| Participation rate | 89.0% | 62.5%+26.5pp | 72.3%+16.7pp | 72.0%+17.1pp |
| Annual return | 14.03% | 19.59%-5.6pp | 773.79%-759.8pp | 34.25%-20.2pp |
| Employer contribution / active EE | $169 | $2,101-92.0% | $2,912-94.2% | $3,034-94.4% |
| Participant deferral / active EE | $4,388 | $3,283+33.7% | $4,319+1.6% | $5,087-13.7% |
| Admin fee / account holder | $198 | $346-42.6% | $7,386-97.3% | $269-26.2% |