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 3-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 |
|---|---|---|
USI CONSULTING GROUP1+ years Filed as: U S I ADVISORS INC Service code 27 · EIN 01-0124370 | Advisory (Plan) | $37,500 |
MARCUM LLP1+ years Service code 10 · EIN 11-1986323 | Accounting | $15,000 |
WITHUMSMITH+BROWN, PC1+ years Filed as: H.H. BROWN SHOE COMPANY, INC. Service code 10 | Accounting | $12,063 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $11,195 |
MARCUM LLP1+ years Filed as: MARCUM Service code 10 · EIN 11-1986323 | Accounting | $7,000 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $94,089 | $57,096+64.8% | $94,224-0.1% | $55,191+70.5% |
| Participation rate | 91.0% | 75.7%+15.3pp | 78.8%+12.2pp | 69.2%+21.8pp |
| Annual return | 1.36% | 159.65%-158.3pp | 10.68%-9.3pp | 10.78%-9.4pp |
| Employer contribution / active EE | $1,030 | $1,708-39.7% | $3,587-71.3% | $1,899-45.8% |
| Participant deferral / active EE | $4,467 | $3,165+41.1% | $4,320+3.4% | $3,046+46.6% |
| Admin fee / account holder | $103 | $89+15.2% | $6,269-98.4% | $91+13.2% |