See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.1+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $10,204 |
WILSON-MCSHANE CORPORATION1+ years Service code 13 · EIN 41-0956552 | Contract Administrator | $6,600 |
LEGACY PROFESSIONALS LLP1+ years Service code 10 · EIN 32-0043599 | Accounting | $6,000 |
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 | $50,777 | $80,724-37.1% | $103,333-50.9% | $74,495-31.8% |
| Participation rate | 100.0% | 65.7%+34.3pp | 74.5%+25.5pp | 67.2%+32.8pp |
| Annual return | 15.33% | 27.56%-12.2pp | 24.88%-9.6pp | 1364.94%-1349.6pp |
| Employer contribution / active EE | $0 | $3,157-100.0% | $3,868-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $3,433 | $3,860-11.1% | $5,057-32.1% | $4,346-21.0% |
| Admin fee / account holder | $154 | $2,368-93.5% | $8,355-98.2% | $1,942-92.1% |