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);... | $219,405 |
AON CONSULTING6 years Filed as: AON HEWITT INVESTMENT CONSULTING Service code 16 · EIN 36-3109431 | Consulting | $137,067 |
FORVIS MAZARS, LLP2 years Filed as: FORVIS, LLP Service code 10 · EIN 44-0160260 | Accounting | $19,425 |
STOEL RIVES LLP5 years Service code 29 · EIN 93-0408771 | Legal | $18,184 |
MID ATLANTIC CAPITAL CORPORATION9+ years Service code 33 · EIN 25-1409618 | Securities brokerage; Securities brok... | $0 |
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 | $59,058 | $104,631-43.6% | $98,439-40.0% | $80,160-26.3% |
| Participation rate | 95.3% | 87.5%+7.8pp | 75.2%+20.2pp | 72.9%+22.4pp |
| Annual return | 22.58% | 34.72%-12.1pp | 21.16%+1.4pp | 40.38%-17.8pp |
| Employer contribution / active EE | $1,946 | $4,517-56.9% | $3,048-36.2% | $2,978-34.6% |
| Participant deferral / active EE | $5,321 | $6,545-18.7% | $4,738+12.3% | $5,017+6.1% |
| Admin fee / account holder | $130 | $105+23.5% | $8,948-98.6% | $145-10.6% |