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 |
|---|---|---|
PENSYS FIDUCIARY SERVICES6+ years Service code 13 · EIN 46-3943208 | Contract Administrator | $157,837 |
STRATEGIC ADVISORS, INC.6+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $142,094 |
ASCENSUS LLC3 years Filed as: ASCENSUS, LLC Service code 13 · EIN 82-3719843 | Contract Administrator | $69,438 |
NWK GROUP, INC.6+ years Filed as: NWK GROUP Service code 27 · EIN 20-2154904 | Advisory (Plan) | $50,000 |
GEMMER ASSET MANAGEMENT4 years Filed as: GEMMER ASSET MANAGEMENT, LLC Service code 16 · EIN 94-3317854 | Consulting | $19,905 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$384,852 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $619,458 | $56,095+1004.3% | $178,490+247.1% | $90,288+586.1% |
| Participation rate | 99.0% | 65.6%+33.5pp | 81.9%+17.1pp | 73.4%+25.7pp |
| Annual return | 19.00% | 28.81%-9.8pp | 151.07%-132.1pp | 53.97%-35.0pp |
| Employer contribution / active EE | $27,732 | $1,572+1663.6% | $5,011+453.5% | $2,524+998.7% |
| Participant deferral / active EE | $18,329 | $2,669+586.8% | $5,202+252.4% | $4,232+333.1% |
| Admin fee / account holder | $38 | $101-62.1% | $13,984-99.7% | $114-66.6% |