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 12 · EIN 13-3689044 | Sales loads (front end and deferred);... | $296,409 |
AON CONSULTING4 years Filed as: AON HEWITT INVESTMENT CONSULTING Service code 16 · EIN 36-3109431 | Consulting | $171,384 |
BKD, LLP2 years Filed as: DIXON HUGHES GOODMAN LLP Service code 10 · EIN 56-0747981 | Accounting | $16,000 |
DELSANNE CONSEIL INC2 years Service code 16 | Consulting | $5,480 |
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 | $63,206 | $114,195-44.7% | $106,548-40.7% | $93,030-32.1% |
| Participation rate | 92.9% | 86.4%+6.5pp | 76.1%+16.7pp | 73.9%+19.0pp |
| Annual return | 13.77% | 22.18%-8.4pp | 26.80%-13.0pp | 158.70%-144.9pp |
| Employer contribution / active EE | $1,759 | $4,009-56.1% | $2,819-37.6% | $2,706-35.0% |
| Participant deferral / active EE | $4,857 | $5,908-17.8% | $4,398+10.4% | $4,562+6.4% |
| Admin fee / account holder | $170 | $105+61.9% | $7,407-97.7% | $152+11.8% |