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 LLP8+ years Service code 10 · EIN 32-0043599 | Accounting | $52,415 |
STRATEGIC ADVISORS, INC.7 years Filed as: STRATEGIC CAPITAL INVEST ADVS., INC Service code 27 · EIN 36-4268991 | Advisory (Plan) | $49,000 |
MARY MCMULLIN5 years Service code 30 · EIN 36-6754873 | Employee (plan) | $34,513 |
JOHNSON & KROL, LLC8+ years Service code 29 · EIN 36-4342024 | Legal | $19,041 |
MILLIMAN, INC.8+ years Filed as: MILLIMAN Service code 11 · EIN 91-0675641 | Actuarial | $8,913 |
Filed as: JIM KLEMME Service code 10 8159 W. BRYN MAWR · CHICAGO, IL 606312940 | Accounting | $7,220 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $117,404 | $76,774+52.9% | $112,228+4.6% | $77,904+50.7% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.1%+24.9pp | 73.7%+26.3pp |
| Annual return | -12.64% | -10.25%-2.4pp | 27.45%-40.1pp | 12.21%-24.8pp |
| Employer contribution / active EE | $7,101 | $3,977+78.6% | $3,635+95.4% | $2,848+149.4% |
| Participant deferral / active EE | $1,486 | $3,778-60.7% | $4,728-68.6% | $4,806-69.1% |
| Admin fee / account holder | $669 | $239+180.0% | $6,410-89.6% | $133+404.7% |