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.
| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Float revenue; Recordkeeping and info... | $1,207,830 |
SUNTRUST BANKS, INC.1+ years Filed as: L SCOTT AUSTIN PLLC Service code 29 3010 LBJ FWY FL 1200 · DALLAS, TX 752342710 | Legal | $54,298 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 15 · EIN 84-0467907 | Recordkeeping | $35,892 |
CROWE LLP1+ years Service code 10 · EIN 35-0921680 | Accounting | $26,250 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $23,840 | $106,382-77.6% | $81,812-70.9% | $106,382-77.6% |
| Participation rate | 93.9% | 69.9%+24.0pp | 72.3%+21.5pp | 69.9%+24.0pp |
| Annual return | 13.75% | 17.37%-3.6pp | 773.79%-760.0pp | 17.37%-3.6pp |
| Employer contribution / active EE | $1,490 | $3,364-55.7% | $2,912-48.8% | $3,364-55.7% |
| Participant deferral / active EE | $3,998 | $5,569-28.2% | $4,319-7.4% | $5,569-28.2% |
| Admin fee / account holder | $37 | $79-53.8% | $7,386-99.5% | $79-53.8% |