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 |
|---|---|---|
ROTH & COMPANY LLP1+ years Filed as: ROTH & COMPANY Service code 10 · EIN 13-3360085 | Accounting | $22,000 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $20,466 |
LAIKEN ASSOCIATES, INC.1+ years Filed as: LAIKEN ASSOCIATES INC. Service code 17 56 WEST 45TH STREET · NEW YORK, NY 10036 | Pension Consulting | $15,225 |
MORNINGSTAR1+ years Service code 26 · EIN 36-3297908 | Advisory (Participants) | $10,073 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $22,736 | $86,791-73.8% | $115,037-80.2% | $59,188-61.6% |
| Participation rate | 74.9% | 72.8%+2.1pp | 81.4%-6.5pp | 69.4%+5.5pp |
| Annual return | -0.86% | 4.44%-5.3pp | 26.14%-27.0pp | 5.51%-6.4pp |
| Employer contribution / active EE | $555 | $2,950-81.2% | $4,608-88.0% | $2,098-73.6% |
| Participant deferral / active EE | $2,943 | $5,298-44.4% | $6,026-51.2% | $3,265-9.8% |
| Admin fee / account holder | $38 | $95-59.7% | $8,175-99.5% | $92-58.5% |