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 |
|---|---|---|
BOWDITCH & DEWEY LLP1 year Service code 29 · EIN 04-2297674 | Legal | $34,575 |
Service code 27 · EIN 33-0818667 | Advisory (Plan) | $26,774 |
CARON & BLETZER, PLLC1 year Service code 10 · EIN 04-3499945 | Accounting | $16,384 |
UBS FINANCIAL SERVICES INC2 years Service code 27 · EIN 13-2338166 | Advisory (Plan) | $6,563 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$4,593 |
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 | $49,642 | $65,118-23.8% | $76,768-35.3% | $55,725-10.9% |
| Participation rate | 88.1% | 79.6%+8.5pp | 77.0%+11.2pp | 70.9%+17.3pp |
| Annual return | -3.59% | -1.27%-2.3pp | 2.43%-6.0pp | 244.93%-248.5pp |
| Employer contribution / active EE | $1,508 | $1,941-22.3% | $2,485-39.3% | $2,078-27.5% |
| Participant deferral / active EE | $4,556 | $3,688+23.5% | $3,852+18.3% | $3,356+35.8% |
| Admin fee / account holder | $265 | $116+128.4% | $6,675-96.0% | $115+129.8% |