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 7-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 |
|---|---|---|
JOHNSON LAUDER & SAVIDGE1 year Filed as: JOHNSON, LAUDER & SAVIDGE, LLP Service code 10 · EIN 16-0919630 | Accounting | $13,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $11,878 |
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 | $35,346 | $78,483-55.0% | $106,201-66.7% | $74,546-52.6% |
| Participation rate | 81.2% | 72.8%+8.4pp | 75.3%+5.9pp | 67.2%+14.0pp |
| Annual return | 15.72% | 15.94%-0.2pp | 116.26%-100.5pp | 1366.03%-1350.3pp |
| Employer contribution / active EE | $1,803 | $2,522-28.5% | $3,170-43.1% | $2,624-31.3% |
| Participant deferral / active EE | $3,841 | $4,320-11.1% | $5,012-23.4% | $4,347-11.7% |
| Admin fee / account holder | $186 | $2,236-91.7% | $11,039-98.3% | $1,944-90.4% |