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 12 · EIN 13-3689044 | Participant communication; Shareholde... | $162,165 |
USI CONSULTING GROUP3+ years Filed as: USI ADVISORS, INC. Service code 28 · EIN 06-1053228 | Investment Management | $58,787 |
STROTHMAN AND COMPANY1 year Filed as: STROTHMAN & COMPANY PSC Service code 10 · EIN 61-1119165 | Accounting | $10,500 |
MID ATLANTIC CAPITAL CORPORATION3+ years Service code 33 · EIN 25-1409618 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES3+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,922 | $67,228+78.4% | $117,854+1.8% | $77,958+53.8% |
| Participation rate | 98.5% | 79.4%+19.1pp | 79.7%+18.9pp | 71.6%+26.9pp |
| Annual return | 12.76% | 19.13%-6.4pp | 335.08%-322.3pp | 20.87%-8.1pp |
| Employer contribution / active EE | $1,875 | $2,211-15.2% | $3,786-50.5% | $2,310-18.9% |
| Participant deferral / active EE | $4,457 | $3,653+22.0% | $4,482-0.6% | $3,537+26.0% |
| Admin fee / account holder | $169 | $76+123.5% | $8,020-97.9% | $97+74.0% |