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 9-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 | $35,182 |
Filed as: MILLER RUSSELL & ASSOCIATES LLC Service code 27 · EIN 27-1529830 | Advisory (Plan) | $32,318 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,238 | $65,118-65.8% | $76,768-71.0% | $55,725-60.1% |
| Participation rate | 81.9% | 79.6%+2.3pp | 77.0%+5.0pp | 70.9%+11.1pp |
| Annual return | 8.98% | -1.27%+10.2pp | 2.43%+6.6pp | 244.93%-235.9pp |
| Employer contribution / active EE | $211 | $1,941-89.1% | $2,485-91.5% | $2,078-89.8% |
| Participant deferral / active EE | $2,431 | $3,688-34.1% | $3,852-36.9% | $3,356-27.5% |
| Admin fee / account holder | $173 | $116+49.4% | $6,675-97.4% | $115+50.3% |