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 6-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 37 · EIN 04-2647786 | Loan Processing | $61,434 |
SMITH & HOWARD, PC1 year Service code 10 · EIN 58-1250486 | Accounting | $13,750 |
EQUITABLE ADVISORS LLC5+ years Service code 27 · EIN 13-4078005 | Advisory (Plan) | $12,803 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
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 | $100,933 | $122,693-17.7% | $184,203-45.2% | $199,593-49.4% |
| Participation rate | 81.4% | 86.8%-5.4pp | 86.8%-5.4pp | 72.0%+9.4pp |
| Annual return | 18.40% | 143.91%-125.5pp | 28.81%-10.4pp | 34.25%-15.9pp |
| Employer contribution / active EE | $2,792 | $4,584-39.1% | $6,427-56.6% | $3,034-8.0% |
| Participant deferral / active EE | $8,208 | $7,990+2.7% | $9,131-10.1% | $5,087+61.4% |
| Admin fee / account holder | $80 | $121-33.6% | $13,901-99.4% | $269-70.2% |