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 60 · EIN 04-2647786 | Sub-TA Fees | $115,584 |
WIMMER CONSULTING LLC2 years Filed as: WIMMER CON Service code 26 · EIN 26-0637928 | Advisory (Participants) | $112,883 |
MILBERN RAY AND COMPANY9+ years Service code 10 · EIN 75-1793612 | Accounting | $78,035 |
STRATEGIC ADVISORS, INC.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $24,249 |
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 | $24,207 | $44,626-45.8% | $86,188-71.9% | $80,160-69.8% |
| Participation rate | 75.5% | 63.5%+12.0pp | 69.0%+6.5pp | 72.9%+2.6pp |
| Annual return | 16.88% | 19.61%-2.7pp | 1168.45%-1151.6pp | 40.38%-23.5pp |
| Employer contribution / active EE | $919 | $1,099-16.4% | $2,380-61.4% | $2,978-69.2% |
| Participant deferral / active EE | $3,121 | $2,769+12.7% | $3,985-21.7% | $5,017-37.8% |
| Admin fee / account holder | $127 | $133-4.5% | $6,852-98.1% | $145-12.2% |