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 64 · EIN 71-0294708 | Recordkeeping Fees | $49,091 |
ARISTA ADVISORY GROUP4 years Service code 99 · EIN 82-4140558 | Other Fees | $25,767 |
SMITH & HOWARD, PC1 year Filed as: SMITH AND HOWARD PC Service code 26 PO BOX 737844 · DALLAS, TX 75373 | Advisory (Participants) | $12,000 |
Filed as: ALERA INVESTMENT ADVISORS Service code 99 · EIN 81-4473358 | Other Fees | $5,145 |
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 | $35,696 | $101,317-64.8% | $146,958-75.7% | $74,495-52.1% |
| Participation rate | 96.3% | 75.5%+20.7pp | 82.2%+14.1pp | 67.2%+29.1pp |
| Annual return | 14.51% | 8730.91%-8716.4pp | 418.34%-403.8pp | 1364.94%-1350.4pp |
| Employer contribution / active EE | $1,997 | $3,810-47.6% | $4,933-59.5% | $2,623-23.9% |
| Participant deferral / active EE | $6,141 | $7,303-15.9% | $8,070-23.9% | $4,346+41.3% |
| Admin fee / account holder | $293 | $1,739-83.1% | $12,998-97.7% | $1,942-84.9% |