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) | $25,102 |
ROTH & COMPANY LLP1 year Filed as: ROTH & CO Service code 10 1428 36TH STREET SUITE 200 · BROOKLYM, NY 11218 | Accounting | $25,000 |
MORNINGSTAR3+ years Service code 27 | Advisory (Plan) | $12,017 |
LAIKEN ASSOCIATES, INC.1 year Service code 17 56 WEST 45TH STREET · NEW YORK, NY 10036 | Pension Consulting | $10,050 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANGEMENT LL Service code 26 · EIN 36-3297908 | Advisory (Participants) | $3,201 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $25,899 | $96,458-73.2% | $136,294-81.0% | $77,958-66.8% |
| Participation rate | 85.7% | 75.4%+10.3pp | 81.9%+3.8pp | 71.6%+14.0pp |
| Annual return | 22.84% | 23.78%-0.9pp | 5155.94%-5133.1pp | 20.87%+2.0pp |
| Employer contribution / active EE | $642 | $3,144-79.6% | $4,695-86.3% | $2,310-72.2% |
| Participant deferral / active EE | $3,336 | $5,902-43.5% | $6,247-46.6% | $3,537-5.7% |
| Admin fee / account holder | $28 | $80-65.1% | $9,243-99.7% | $97-71.2% |