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 |
|---|---|---|
CRS INSURANCE GROUP, LLC7+ years Service code 49 · EIN 20-4098394 | Other Services | $98,771 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $87,315 |
ADAMS LITHOGRAPHY COMPANY4 years Service code 36 · EIN 62-0110560 | Copying and duplicating | $72,384 |
ELLIOTT DAVIS, LLC3 years Service code 10 · EIN 57-0381582 | Accounting | $19,400 |
M HOLDINGS SECURITIES INC8+ years Filed as: M HOLDINGS SECURITIES, INC. Service code 27 · EIN 91-1802259 | Advisory (Plan) | $10,000 |
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.
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 | $49,336 | $83,057-40.6% | $143,757-65.7% | $89,394-44.8% |
| Participation rate | 17.2% | 74.0%-56.9pp | 80.3%-63.2pp | 71.3%-54.1pp |
| Annual return | -13.55% | -13.97%+0.4pp | -0.04%-13.5pp | -11.89%-1.7pp |
| Employer contribution / active EE | $0 | $2,095-100.0% | $4,951-100.0% | $3,022-100.0% |
| Participant deferral / active EE | $759 | $4,281-82.3% | $5,637-86.5% | $5,123-85.2% |
| Admin fee / account holder | $57 | $83-31.8% | $14,673-99.6% | $79-28.8% |