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 |
|---|---|---|
SMITH, MOORE & CO.1+ years Filed as: SMITH MOORE Service code 27 401 S. BANKER, SUITE E · EFFINGHAM, IL 62401 | Advisory (Plan) | $40,370 |
Service code 12 · EIN 48-1205033 1809 24TH STREET · GREAT BEND, KS 67530 | Finders' fees / placement fees; Claim... | $30,316 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $55,984 | $62,324-10.2% | $68,509-18.3% | $55,191+1.4% |
| Participation rate | 79.3% | 78.9%+0.4pp | 74.7%+4.6pp | 69.2%+10.1pp |
| Annual return | -0.44% | 4.26%-4.7pp | 8.27%-8.7pp | 10.78%-11.2pp |
| Employer contribution / active EE | $3 | $2,223-99.9% | $2,278-99.9% | $1,899-99.8% |
| Participant deferral / active EE | $2,704 | $3,425-21.0% | $3,382-20.0% | $3,046-11.2% |
| Admin fee / account holder | $26 | $91-71.9% | $5,275-99.5% | $91-71.7% |