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 01-0233346 | Recordkeeping | $260,868 |
MORGAN STANLEY SMITH BARNEY4 years Service code 15 · EIN 26-4310632 | Recordkeeping | $161,195 |
Filed as: KRAVITZ, LLC Service code 17 · EIN 82-3719843 | Pension Consulting | $35,370 |
CITRIN COOPERMAN2 years Filed as: CITRIN COOPERMAN & CO.,LLP Service code 10 · EIN 22-2428965 | Accounting | $34,590 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $73,666 | $120,450-38.8% | $159,436-53.8% | $93,030-20.8% |
| Participation rate | 90.8% | 78.0%+12.9pp | 82.8%+8.0pp | 73.9%+16.9pp |
| Annual return | 17.77% | 27.11%-9.3pp | 263.57%-245.8pp | 158.70%-140.9pp |
| Employer contribution / active EE | $0 | $3,526-100.0% | $4,829-100.0% | $2,706-100.0% |
| Participant deferral / active EE | $6,902 | $7,283-5.2% | $7,352-6.1% | $4,562+51.3% |
| Admin fee / account holder | $145 | $137+6.2% | $10,799-98.7% | $152-4.3% |