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 3-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 | $813,492 |
STRATEGIC ADVISORS, INC.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $163,144 |
SAGEVIEW ADVISORY GROUP, LLC2 years Service code 27 · EIN 33-0818667 | Advisory (Plan) | $110,000 |
MARCUM LLP3+ years Service code 10 · EIN 11-1986323 | Accounting | $67,465 |
KILPATRICK TOWNSEND1 year Filed as: KILPATRICK TOWNSEND & STOCKTON LLP Service code 29 · EIN 58-0511774 | Legal | $31,608 |
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 | $63,363 | $64,975-2.5% | $97,226-34.8% | $106,382-40.4% |
| Participation rate | 79.7% | 45.4%+34.4pp | 72.7%+7.1pp | 69.9%+9.9pp |
| Annual return | 15.43% | 15.21%+0.2pp | 75.13%-59.7pp | 17.37%-1.9pp |
| Employer contribution / active EE | $816 | $1,126-27.5% | $2,729-70.1% | $3,364-75.7% |
| Participant deferral / active EE | $2,873 | $2,466+16.5% | $4,264-32.6% | $5,569-48.4% |
| Admin fee / account holder | $56 | $69-18.1% | $5,654-99.0% | $79-29.1% |