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 26 · EIN 71-0294708 | Advisory (Participants) | $27,193 |
ROTH & COMPANY LLP2+ years Filed as: ROTH & COMPANY Service code 10 · EIN 13-3360085 | Accounting | $25,000 |
MORNINGSTAR2+ years Service code 26 · EIN 36-3297908 | Advisory (Participants) | $12,221 |
LAIKEN ASSOCIATES, INC.2+ years Filed as: LAIKEN ASSOCIATES INC. Service code 17 56 WEST 45TH STREET · NEW YORK, NY 10036 | Pension Consulting | $11,775 |
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 | $22,499 | $85,635-73.7% | $123,892-81.8% | $63,975-64.8% |
| Participation rate | 90.1% | 74.9%+15.2pp | 81.4%+8.7pp | 71.1%+19.0pp |
| Annual return | 9.54% | 15.74%-6.2pp | 47.52%-38.0pp | 48.65%-39.1pp |
| Employer contribution / active EE | $607 | $3,076-80.3% | $4,617-86.9% | $2,182-72.2% |
| Participant deferral / active EE | $3,188 | $5,667-43.7% | $5,984-46.7% | $3,356-5.0% |
| Admin fee / account holder | $34 | $75-54.7% | $8,357-99.6% | $70-51.8% |