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 |
|---|---|---|
LING & BOUMAN, LLP1 year Service code 10 · EIN 81-4590836 | Accounting | $11,000 |
Annual investment return is in the bottom quintile of the peer cohort.
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,622 | $102,553-75.0% | $151,611-83.1% | $66,914-61.7% |
| Participation rate | 77.1% | 85.5%-8.4pp | 87.5%-10.4pp | 69.8%+7.3pp |
| Annual return | -19.63% | -10.82%-8.8pp | 3.33%-23.0pp | 1.58%-21.2pp |
| Employer contribution / active EE | $2,021 | $4,180-51.7% | $6,166-67.2% | $2,544-20.6% |
| Participant deferral / active EE | $6,095 | $6,641-8.2% | $8,363-27.1% | $4,237+43.9% |
| Admin fee / account holder | $73 | $630-88.3% | $11,616-99.4% | $593-87.6% |