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 5-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 |
|---|---|---|
CSENGE ADVISORY GROUP, LLC2 years Filed as: CSENGE ADVISORY GROUP Service code 26 · EIN 59-3643590 | Advisory (Participants) | $59,512 |
Filed as: AMERICAN UNITED LIFE INSURANCE CO. Service code 15 · EIN 35-0145825 | Recordkeeping | $51,248 |
SHERIDAN ROAD ADVISORS LLC2 years Filed as: HUB INTERNATIONAL GULF SOUTH Service code 13 · EIN 35-0672425 | Contract Administrator | $9,015 |
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 | $68,861 | $51,197+34.5% | $82,719-16.8% | $66,914+2.9% |
| Participation rate | 89.6% | 67.8%+21.8pp | 72.6%+17.0pp | 69.8%+19.8pp |
| Annual return | -6.70% | -9.64%+2.9pp | 701.18%-707.9pp | 1.58%-8.3pp |
| Employer contribution / active EE | $2,206 | $2,611-15.5% | $3,009-26.7% | $2,544-13.3% |
| Participant deferral / active EE | $2,576 | $3,458-25.5% | $4,395-41.4% | $4,237-39.2% |
| Admin fee / account holder | $0 | $416-100.0% | $5,329-100.0% | $593-100.0% |