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 |
|---|---|---|
LEGACY PROFESSIONALS LLP6+ years Service code 10 · EIN 32-0043599 | Accounting | $50,021 |
STRATEGIC ADVISORS, INC.5 years Filed as: STRATEGIC CAPITAL INVEST ADVS., INC Service code 27 · EIN 36-4268991 | Advisory (Plan) | $48,000 |
MARY MCMULLIN3 years Service code 30 · EIN 36-6754873 | Employee (plan) | $41,250 |
JACUELINE CARSON1 year Service code 30 · EIN 36-6754873 | Employee (plan) | $30,963 |
JOHNSON & KROL, LLC6+ years Service code 29 · EIN 36-4342024 | Legal | $22,969 |
Filed as: JIM KLEMME Service code 10 8159 W. BRYN MAWR · CHICAGO, IL 606312940 | Accounting | $7,080 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,945 | $81,719+56.6% | $101,248+26.4% | $90,288+41.7% |
| Participation rate | 100.0% | 80.7%+19.3pp | 75.8%+24.2pp | 73.4%+26.6pp |
| Annual return | 12.01% | 337.64%-325.6pp | 46.47%-34.5pp | 53.97%-42.0pp |
| Employer contribution / active EE | $4,859 | $3,622+34.1% | $3,660+32.8% | $2,524+92.5% |
| Participant deferral / active EE | $1,356 | $3,310-59.0% | $4,370-69.0% | $4,232-68.0% |
| Admin fee / account holder | $874 | $162+439.7% | $5,945-85.3% | $114+666.1% |