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 4-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 37 · EIN 04-2647786 | Loan Processing | $147,764 |
STRATEGIC ADVISORS, INC.4+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $50,224 |
MITCHELL & TITUS, LLP2 years Filed as: MITCHELL & TITUS, LL Service code 10 · EIN 13-2781641 | Accounting | $25,750 |
MARCADO ASSET MANAGEMENT LLC2 years Filed as: MARCADO ASSET MANAGEMENT, LLC Service code 16 · EIN 82-1492364 | Consulting | $22,000 |
HAYNES AND BOONE, LLP3 years Filed as: HAYNES & BOONE, LLP Service code 16 · EIN 75-1312888 | Consulting | $15,529 |
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 | $102,136 | $58,644+74.2% | $178,014-42.6% | $199,768-48.9% |
| Participation rate | 94.4% | 65.5%+29.0pp | 77.1%+17.3pp | 72.0%+22.4pp |
| Annual return | 15.91% | 19.25%-3.3pp | 294.80%-278.9pp | 34.26%-18.3pp |
| Employer contribution / active EE | $1,736 | $1,801-3.6% | $3,950-56.0% | $3,037-42.8% |
| Participant deferral / active EE | $9,084 | $4,248+113.9% | $6,276+44.7% | $5,090+78.5% |
| Admin fee / account holder | $104 | $145-28.4% | $10,362-99.0% | $269-61.3% |