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 | $113,376 |
STRATEGIC ADVISORS, INC.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $40,151 |
HIGHLAND CONSULTING ASSOCIATES1+ years Filed as: HIGHLAND CAPITAL ADVISORS Service code 26 · EIN 20-4284376 | Advisory (Participants) | $17,050 |
CLARK NUBER1+ years Service code 10 · EIN 91-1194016 | Accounting | $13,300 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,737 | $34,495+47.1% | $78,689-35.5% | $63,975-20.7% |
| Participation rate | 66.5% | 60.8%+5.7pp | 73.6%-7.1pp | 71.1%-4.7pp |
| Annual return | 8.02% | 11.62%-3.6pp | 62.18%-54.2pp | 48.65%-40.6pp |
| Employer contribution / active EE | $1,965 | $1,398+40.6% | $2,851-31.1% | $2,182-9.9% |
| Participant deferral / active EE | $4,634 | $2,100+120.6% | $3,517+31.8% | $3,356+38.1% |
| Admin fee / account holder | $82 | $68+21.2% | $4,510-98.2% | $70+16.9% |