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 |
|---|---|---|
MANN ASSOCIATES, INC.1+ years Service code 13 · EIN 36-3801284 155 PFINGSTEN ROAD · DEERFIELD, IL 60015 | Contract Administrator | $9,770 |
HOLLAND & KNIGHT1+ years Filed as: HOLLAND & KNIGHT, LLP Service code 10 · EIN 59-0663819 201 N. FRANKLIN STREET · TAMPA, FL 33602 | Accounting | $8,345 |
BROWNSTONE & ASSOCIATES1+ years Filed as: BROWNSTONE ASSOCIATES, INC. Service code 99 · EIN 39-1745503 777 EAST WISCONSIN AVENUE · MILWAUKEE, WI 53202 | Other Fees | $6,075 |
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 | $113,072 | $41,854+170.2% | $73,843+53.1% | $52,331+116.1% |
| Participation rate | 95.1% | 66.2%+28.9pp | 73.4%+21.7pp | 68.1%+27.0pp |
| Annual return | -0.12% | 2.11%-2.2pp | 2267.84%-2268.0pp | 4.54%-4.7pp |
| Employer contribution / active EE | $80 | $1,920-95.8% | $2,787-97.1% | $1,882-95.7% |
| Participant deferral / active EE | $4,964 | $2,498+98.7% | $3,583+38.5% | $3,022+64.3% |
| Admin fee / account holder | $184 | $493-62.7% | $4,880-96.2% | $592-68.9% |