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 |
|---|---|---|
LAIKEN ASSOCIATES, INC.2 years Filed as: LAIKEN ASSOCIATES INC Service code 49 · EIN 13-1980835 | Other Services | $25,058 |
MORNINGSTAR8+ years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $8,004 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $251,860 | $50,199+401.7% | $70,092+259.3% | $66,914+276.4% |
| Participation rate | 100.0% | 66.3%+33.7pp | 70.5%+29.5pp | 69.8%+30.2pp |
| Annual return | -19.25% | -13.85%-5.4pp | 190.73%-210.0pp | 1.58%-20.8pp |
| Employer contribution / active EE | $6,930 | $1,864+271.8% | $2,559+170.8% | $2,544+172.4% |
| Participant deferral / active EE | $11,886 | $3,112+281.9% | $3,849+208.8% | $4,237+180.5% |
| Admin fee / account holder | $583 | $600-2.9% | $6,267-90.7% | $593-1.8% |