See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER Service code 50 · EIN 06-1050034 | Direct Payment | $77,999 |
Service code 50 · EIN 52-1796473 | Direct Payment | $52,867 |
ISLIP & CO8 years Service code 10 · EIN 68-0344156 | Accounting | $50,523 |
MILLER KAPLAN ARASE LLP10+ years Service code 10 · EIN 95-2036255 | Accounting | $47,502 |
EMPLOYEE FIDUCIARY, LLC2 years Filed as: EMPLOYEE #1 Service code 30 · EIN 94-1268305 | Employee (plan) | $43,440 |
KRAW LAW GROUP5 years Filed as: KRAW LAW GROUP, APC Service code 29 · EIN 32-0465891 | Legal | $40,717 |
US BANK10+ years Service code 49 · EIN 31-0841368 | Other Services | $33,623 |
EMPLOYEE FIDUCIARY, LLC2 years Filed as: EMPLOYEE #2 Service code 30 · EIN 94-1268305 | Employee (plan) | $32,848 |
EMPLOYEE 52 years Filed as: EMPLOYEE #3 Service code 30 · EIN 94-1268305 | Employee (plan) | $32,458 |
EMPLOYEE 52 years Filed as: EMPLOYEE #4 Service code 30 · EIN 94-1268305 | Employee (plan) | $31,612 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $95,880-100.0% | $107,525-100.0% | $85,563-100.0% |
| Participation rate | 0.0% | 70.1%-70.1pp | 75.1%-75.1pp | 66.0%-66.0pp |
| Annual return | 9.94% | 68.06%-58.1pp | 181.32%-171.4pp | 31.51%-21.6pp |
| Employer contribution / active EE | $4,948 | $3,812+29.8% | $3,754+31.8% | $2,654+86.5% |
| Participant deferral / active EE | $5,754 | $4,201+37.0% | $5,116+12.5% | $4,375+31.5% |
| Admin fee / account holder | $0 | $1,025-100.0% | $8,919-100.0% | $834-100.0% |