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 37 · EIN 04-2647786 | Loan Processing | $291,395 |
FIDUCIENT ADVISORS LLC2 years Service code 27 · EIN 36-4001764 | Advisory (Plan) | $65,000 |
MORGAN STANLEY SMITH BARNEY5 years Filed as: MORGAN, LEWIS & BOCKIUS LLP Service code 29 · EIN 23-0891050 | Legal | $44,824 |
CROWE LLP2 years Service code 10 · EIN 35-0921680 | Accounting | $20,750 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $44,490 | $130,141-65.8% | $86,677-48.7% | $77,904-42.9% |
| Participation rate | 89.2% | 85.9%+3.3pp | 76.6%+12.6pp | 73.7%+15.5pp |
| Annual return | -18.48% | -12.75%-5.7pp | 35.91%-54.4pp | 12.21%-30.7pp |
| Employer contribution / active EE | $1,561 | $3,220-51.5% | $2,836-45.0% | $2,848-45.2% |
| Participant deferral / active EE | $4,296 | $5,757-25.4% | $4,656-7.7% | $4,806-10.6% |
| Admin fee / account holder | $98 | $132-26.0% | $7,493-98.7% | $133-26.4% |