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 |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $68,381 |
LAKESIDE WEALTH MANAGEMENT3 years Service code 16 · EIN 20-4455433 | Consulting | $40,000 |
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 | $46,102 | $91,517-49.6% | $101,248-54.5% | $73,409-37.2% |
| Participation rate | 95.2% | 73.8%+21.4pp | 75.8%+19.4pp | 72.2%+23.0pp |
| Annual return | 12.51% | 17.17%-4.7pp | 46.47%-34.0pp | 59.29%-46.8pp |
| Employer contribution / active EE | $1,302 | $2,877-54.7% | $3,660-64.4% | $2,234-41.7% |
| Participant deferral / active EE | $2,829 | $3,338-15.3% | $4,370-35.3% | $3,805-25.7% |
| Admin fee / account holder | $253 | $216+17.0% | $5,945-95.8% | $158+60.0% |