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 36 · EIN 62-1228798 | Copying and duplicating; Participant ... | $175,338 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $83,114 |
CRS INSURANCE GROUP, LLC1+ years Service code 23 · EIN 20-4098394 | Insurance services; Other insurance f... | $56,542 |
M HOLDINGS SECURITIES INC2+ years Filed as: M HOLDINGS SECURITIES, INC. Service code 27 · EIN 91-1802259 | Advisory (Plan) | $40,000 |
ELLIOTT DAVIS, LLC2+ years Filed as: ELLIOT DAVIS Service code 10 · EIN 57-0381582 | Accounting | $15,500 |
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 22-1467904 | Recordkeeping | $12,630 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $35,406 | $49,270-28.1% | $156,549-77.4% | $329,111-89.2% |
| Participation rate | 16.9% | 68.1%-51.2pp | 84.0%-67.1pp | 67.9%-51.0pp |
| Annual return | 6.58% | 23.25%-16.7pp | 32.23%-25.6pp | 16.35%-9.8pp |
| Employer contribution / active EE | $0 | $1,534-100.0% | $5,501-100.0% | $2,303-100.0% |
| Participant deferral / active EE | $527 | $2,920-82.0% | $4,871-89.2% | $3,682-85.7% |
| Admin fee / account holder | $62 | $51+22.8% | $13,027-99.5% | $754-91.8% |