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 15 · EIN 91-2090931 | Recordkeeping | $401,187 |
BENESYS, INC.8+ years Service code 13 · EIN 38-2383171 | Contract Administrator | $381,793 |
MATRIX TRUST COMPANY8+ years Service code 21 · EIN 75-3182674 | Bank Trustee | $300,187 |
KRAW LAW GROUP2 years Filed as: KRAW LAW Service code 29 · EIN 32-0465891 | Legal | $164,613 |
SMART SOURCE LLC2 years Service code 36 · EIN 30-0830429 | Copying and duplicating; Direct payme... | $60,679 |
WITHUMSMITH+BROWN, PC1 year Service code 10 · EIN 22-2027092 | Accounting | $52,668 |
STEPHEN HORN INSURANCE SERVICES8+ years Service code 53 · EIN 94-3249244 | Insurance Commissions | $14,621 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $111,297 | $74,831+48.7% | $96,683+15.1% | $103,482+7.6% |
| Participation rate | 100.0% | 83.1%+16.9pp | 74.3%+25.7pp | 73.3%+26.7pp |
| Annual return | 8.95% | 16.15%-7.2pp | 35.69%-26.7pp | 33.11%-24.2pp |
| Employer contribution / active EE | $10,877 | $3,888+179.8% | $3,737+191.1% | $3,208+239.1% |
| Participant deferral / active EE | $1,807 | $3,896-53.6% | $4,878-63.0% | $5,207-65.3% |
| Admin fee / account holder | $200 | $130+53.7% | $6,730-97.0% | $114+75.2% |