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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $400,435 |
Service code 17 · EIN 13-5674085 | Pension Consulting | $124,122 |
SIKICH LLP1 year Filed as: SIKICH CPA LLC Service code 10 · EIN 36-3168081 | Accounting | $16,330 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,839 | $152,104-29.8% | $184,203-42.0% | $106,382+0.4% |
| Participation rate | 73.4% | 85.9%-12.5pp | 86.8%-13.4pp | 69.9%+3.5pp |
| Annual return | 31.79% | 20.70%+11.1pp | 28.81%+3.0pp | 17.37%+14.4pp |
| Employer contribution / active EE | $2,352 | $5,326-55.8% | $6,427-63.4% | $3,364-30.1% |
| Participant deferral / active EE | $6,513 | $8,559-23.9% | $9,131-28.7% | $5,569+17.0% |
| Admin fee / account holder | $51 | $103-50.1% | $13,901-99.6% | $79-35.3% |