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 4-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 |
|---|---|---|
THE GATTUSO GROUP, INC.2+ years Service code 10 · EIN 20-3907569 | Accounting | $29,000 |
ADP BROKER-DEALER2+ years Filed as: ADP, INC Service code 49 · EIN 13-3036745 | Other Services | $17,850 |
HANCOCK ASKEW & CO., LLP2+ years Filed as: HANCOCK ASKEW & CO LLP Service code 10 · EIN 58-0662558 | Accounting | $13,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$33,807 |
Annual investment return 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 | $60,246 | $130,141-53.7% | $86,677-30.5% | $77,904-22.7% |
| Participation rate | 92.9% | 85.9%+7.0pp | 76.6%+16.4pp | 73.7%+19.3pp |
| Annual return | -17.68% | -12.75%-4.9pp | 35.91%-53.6pp | 12.21%-29.9pp |
| Employer contribution / active EE | $1,402 | $3,220-56.5% | $2,836-50.6% | $2,848-50.8% |
| Participant deferral / active EE | $4,099 | $5,757-28.8% | $4,656-12.0% | $4,806-14.7% |
| Admin fee / account holder | $14 | $132-89.6% | $7,493-99.8% | $133-89.7% |