See peer percentile detail. $4.99 for your first month.
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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 13 · EIN 06-1050034 | Contract Administrator | $921,336 |
PENSIONMARK FINANCIAL GROUP LLC5+ years Service code 16 · EIN 61-1758632 | Consulting | $450,000 |
ALIGHT SOLUTIONS LLC1 year Filed as: ALIGHT Service code 15 · EIN 82-1061233 | Recordkeeping | $333,789 |
STOEL RIVES LLP1 year Service code 29 · EIN 93-0408771 | Legal | $128,931 |
DELOITTE & TOUCHE LLP1 year Filed as: DELOITTE & TOUCHE Service code 10 · EIN 13-3891517 | Accounting | $50,266 |
Filed as: STATE STREET BANK AND TRUST COMPANY Service code 15 · EIN 04-1867445 | Recordkeeping | $15,711 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $39,455 | $41,203-4.2% | $61,373-35.7% | $89,394-55.9% |
| Participation rate | 98.1% | 35.4%+62.7pp | 52.6%+45.5pp | 71.3%+26.8pp |
| Annual return | -13.33% | -14.63%+1.3pp | 338.61%-351.9pp | -11.89%-1.4pp |
| Employer contribution / active EE | $1,115 | $603+85.1% | $1,159-3.8% | $3,022-63.1% |
| Participant deferral / active EE | $3,659 | $1,367+167.7% | $2,125+72.2% | $5,123-28.6% |
| Admin fee / account holder | $45 | $74-38.4% | $2,130-97.9% | $79-42.9% |