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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $300,085 |
SHEA LABAGH DOBBERSTEIN3 years Filed as: SHEA LABAGH DOBBERSTEIN CPA, INC Service code 16 · EIN 94-2290202 | Consulting | $125,636 |
LAIKEN ASSOCIATES, INC.6+ years Filed as: LAIKEN ASSOCIATES INC Service code 16 · EIN 13-1980835 | Consulting | $71,950 |
PORTFOLIO EVALUATIONS, INC.4 years Service code 16 · EIN 22-3189064 | Consulting | $50,000 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,028 | $143,525-50.5% | $379,746-81.3% | $90,288-21.3% |
| Participation rate | 94.8% | 82.9%+11.9pp | 78.4%+16.4pp | 73.4%+21.4pp |
| Annual return | 17.40% | 18.97%-1.6pp | 34.90%-17.5pp | 53.97%-36.6pp |
| Employer contribution / active EE | $4,856 | $3,201+51.7% | $3,540+37.2% | $2,524+92.4% |
| Participant deferral / active EE | $7,129 | $5,231+36.3% | $6,024+18.3% | $4,232+68.4% |
| Admin fee / account holder | $134 | $100+33.8% | $7,927-98.3% | $114+17.8% |