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 | $30,394 |
REGIONS BANK4 years Service code 27 · EIN 63-0371391 | Advisory (Plan) | $28,801 |
SMITH, DUKES & BUCKALEW, LLP2 years Filed as: SMITH DUKES & BUCKALEW, LLC Service code 10 · EIN 63-0191630 | Accounting | $12,000 |
STRATEGIC ADVISORS, INC.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,092 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,790 | $76,050+10.2% | $96,544-13.2% | $71,457+17.3% |
| Participation rate | 88.8% | 74.4%+14.4pp | 76.0%+12.9pp | 67.9%+20.9pp |
| Annual return | 18.05% | 22.81%-4.8pp | 25.84%-7.8pp | 28.85%-10.8pp |
| Employer contribution / active EE | $2,813 | $2,244+25.4% | $2,965-5.1% | $2,588+8.7% |
| Participant deferral / active EE | $5,892 | $4,215+39.8% | $4,851+21.5% | $4,289+37.4% |
| Admin fee / account holder | $293 | $2,707-89.2% | $8,252-96.4% | $1,587-81.5% |