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 |
|---|---|---|
STEWART C. MILLER & CO., INC.1+ years Filed as: STEWART C. MILLER & CO INC Service code 15 · EIN 35-1820020 | Recordkeeping | $25,022 |
LAKESIDE WEALTH MANAGEMENT1+ years Filed as: LAKESIDE WEALTH MANAGEMENT GROUP Service code 27 · EIN 20-4455433 | Advisory (Plan) | $20,000 |
ASHER, GITTLER & D'ALBA, LTD.1+ years Filed as: ASHER GITTLER & D'ALBA LTD Service code 29 · EIN 36-2786883 | Legal | $14,450 |
LEGACY PROFESSIONALS LLP1+ years Service code 10 · EIN 32-0043599 | Accounting | $13,600 |
FUND DIRECT ADVISORS1+ years Filed as: PB FUND.COM Service code 49 | Other Services | $5,760 |
TD AMERITRADE, INC.1+ years Filed as: TD AMERITRADE TRUST COMPANY Service code 18 · EIN 20-0937408 | Custodial (securities); Custodial (ot... | $5,678 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,770 | $50,498-66.8% | $75,781-77.9% | $55,191-69.6% |
| Participation rate | 100.0% | 69.4%+30.6pp | 75.8%+24.2pp | 69.2%+30.8pp |
| Annual return | -1.83% | 1.80%-3.6pp | 9.68%-11.5pp | 10.78%-12.6pp |
| Employer contribution / active EE | $5,471 | $2,291+138.8% | $3,323+64.6% | $1,899+188.1% |
| Participant deferral / active EE | $231 | $2,589-91.1% | $3,651-93.7% | $3,046-92.4% |
| Admin fee / account holder | $191 | $123+55.0% | $5,299-96.4% | $91+110.2% |