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 9-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 |
|---|---|---|
EIDE BAILLY LLP1 year Service code 10 · EIN 45-0250958 | Accounting | $7,455 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $17,540 | $89,652-80.4% | $141,162-87.6% | $65,185-73.1% |
| Participation rate | 88.1% | 74.7%+13.4pp | 82.5%+5.6pp | 70.2%+17.9pp |
| Annual return | 32.55% | 32.79%-0.2pp | 71.39%-38.8pp | 29.38%+3.2pp |
| Employer contribution / active EE | $1,841 | $3,065-39.9% | $4,735-61.1% | $2,177-15.4% |
| Participant deferral / active EE | $3,711 | $5,691-34.8% | $6,709-44.7% | $3,514+5.6% |
| Admin fee / account holder | $117 | $569-79.5% | $10,261-98.9% | $847-86.2% |