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.3+ years Filed as: STEWART C. MILLER & CO INC Service code 15 · EIN 35-1820020 | Recordkeeping | $32,602 |
LAKESIDE WEALTH MANAGEMENT3+ years Filed as: LAKESIDE WEALTH MANAGEMENT GROUP Service code 27 · EIN 20-4455433 | Advisory (Plan) | $20,000 |
LEGACY PROFESSIONALS LLP3+ years Service code 10 · EIN 32-0043599 | Accounting | $13,200 |
ASHER, GITTLER & D'ALBA, LTD.3+ years Filed as: ASHER GITTLER & D'ALBA LTD Service code 29 · EIN 36-2786883 | Legal | $12,386 |
TD AMERITRADE, INC.3+ years Filed as: TD AMERITRADE TRUST COMPANY Service code 19 · EIN 20-0937408 | Securities Custodian | $8,452 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $28,929 | $60,545-52.2% | $92,233-68.6% | $69,631-58.5% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.5%+23.5pp | 70.7%+29.3pp |
| Annual return | 15.46% | 19.71%-4.2pp | 176.28%-160.8pp | 27571.02%-27555.6pp |
| Employer contribution / active EE | $7,435 | $2,633+182.4% | $3,679+102.1% | $2,032+265.9% |
| Participant deferral / active EE | $259 | $2,828-90.8% | $3,897-93.4% | $3,224-92.0% |
| Admin fee / account holder | $232 | $145+60.0% | $5,194-95.5% | $110+109.7% |