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 |
|---|---|---|
PKF O'CONNOR DAVIES, LLP1 year Filed as: PKF O'CONNOR DAVIES LLP Service code 10 · EIN 27-1728945 | Accounting | $48,700 |
CAPFINANCIAL PARTNERS LLC3 years Filed as: CAPTRUST Service code 16 · EIN 26-0058143 | Consulting | $29,266 |
PROSKAUER ROSE LLP1 year Filed as: PROSKAUER Service code 29 · EIN 13-1840454 | Legal | $7,411 |
Service code 12 · EIN 13-3689044 | Distribution (12b-1) fees; Sales load... | $7,156 |
Filed as: CHARLES SCHWAB & CO. INC Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $110 |
CHARLES SCHWAB & CO., INC.9+ years Service code 33 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES9+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,378 | $53,345+75.0% | $121,098-22.9% | $74,419+25.5% |
| Participation rate | 62.7% | 60.0%+2.7pp | 69.5%-6.8pp | 70.7%-8.1pp |
| Annual return | 17.15% | 35.15%-18.0pp | 985.75%-968.6pp | 34.38%-17.2pp |
| Employer contribution / active EE | $1,577 | $1,898-16.9% | $4,164-62.1% | $2,637-40.2% |
| Participant deferral / active EE | $3,513 | $3,221+9.1% | $4,080-13.9% | $4,528-22.4% |
| Admin fee / account holder | $188 | $382-50.7% | $5,644-96.7% | $348-45.8% |