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 |
|---|---|---|
WITHUMSMITH+BROWN, PC2 years Service code 10 506 CARNEGIE CENTER DRIVE · PRINCETON, NJ 08540 | Accounting | $15,347 |
RAHL & ASSOCIATES PC3 years Service code 10 141 FRIENDS LANE STE 100 · NEWTOWN, PA 18940 | Accounting | $9,380 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $662 |
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 | $106,348 | $85,202+24.8% | $172,739-38.4% | $72,985+45.7% |
| Participation rate | 90.0% | 70.1%+19.9pp | 82.6%+7.4pp | 69.5%+20.5pp |
| Annual return | 22.05% | 27.32%-5.3pp | 802.84%-780.8pp | 81.00%-59.0pp |
| Employer contribution / active EE | $2,793 | $3,324-16.0% | $5,143-45.7% | $2,440+14.5% |
| Participant deferral / active EE | $5,270 | $3,260+61.6% | $5,198+1.4% | $3,607+46.1% |
| Admin fee / account holder | $184 | $5,884-96.9% | $13,954-98.7% | $5,124-96.4% |