See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
SMITH & HOWARD, PC1 year Filed as: SMITH & HOWARD Service code 10 · EIN 58-1250486 | Accounting | $52,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $46,840 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $51,945 | $160,088-67.6% | $112,977-54.0% | $73,409-29.2% |
| Participation rate | 68.5% | 90.7%-22.2pp | 82.6%-14.1pp | 72.2%-3.7pp |
| Annual return | 19.81% | 17.93%+1.9pp | 24.24%-4.4pp | 59.29%-39.5pp |
| Employer contribution / active EE | $2,916 | $5,200-43.9% | $4,255-31.5% | $2,234+30.5% |
| Participant deferral / active EE | $5,826 | $8,024-27.4% | $5,836-0.2% | $3,805+53.1% |
| Admin fee / account holder | $275 | $133+107.4% | $6,294-95.6% | $158+74.3% |