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 |
|---|---|---|
Service code 15 · EIN 42-0127290 | Recordkeeping | $95,670 |
WILSON-MCSHANE CORPORATION8 years Service code 12 · EIN 41-0956552 | Claims processing; Recordkeeping and ... | $76,453 |
RBC WEALTH MANAGEMENT7 years Service code 27 · EIN 20-0563684 | Advisory (Plan) | $40,000 |
LEGACY PROFESSIONALS LLP10+ years Service code 10 · EIN 32-0043599 | Accounting | $18,535 |
Filed as: SHUMAKER, LOOP & KENDRICK Service code 29 · EIN 34-4439491 | Legal | $15,995 |
Service code 13 · EIN 41-1305411 | Contract Administrator | $13,728 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $205,064 | $103,641+97.9% | $107,525+90.7% | $102,872+99.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.1%+24.9pp | 73.0%+27.0pp |
| Annual return | 12.85% | 13.08%-0.2pp | 181.32%-168.5pp | 19.06%-6.2pp |
| Employer contribution / active EE | $5,838 | $5,096+14.6% | $3,754+55.5% | $3,526+65.6% |
| Participant deferral / active EE | $1,242 | $3,789-67.2% | $5,116-75.7% | $5,535-77.6% |
| Admin fee / account holder | $170 | $276-38.5% | $8,919-98.1% | $292-41.9% |