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 14 · EIN 52-1590516 | Plan Administrator | $72,372 |
STEWART C. MILLER & CO., INC.4+ years Filed as: STEWART C. MILLER & COMPANY, INC Service code 14 · EIN 35-1820020 | Plan Administrator | $53,700 |
LAKESIDE WEALTH MANAGEMENT4+ years Filed as: LAKESIDE WEALTH MANAGEMENT GROUP Service code 27 · EIN 20-4455433 | Advisory (Plan) | $50,000 |
TD AMERITRADE, INC.4+ years Filed as: TD AMERITRADE TRUST COMPANY Service code 19 · EIN 20-0937408 | Securities Custodian | $23,767 |
ASHER, GITTLER & D'ALBA, LTD.4+ years Service code 29 · EIN 36-2786883 | Legal | $21,474 |
LEGACY PROFESSIONALS LLP4+ years Service code 10 · EIN 32-0043599 | Accounting | $12,200 |
UNDERWOOD INSURANCE AGENCY, INC.4+ years Service code 22 · EIN 35-1975594 | Insurance Broker | $9,550 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $56,443-100.0% | $83,848-100.0% | $55,725-100.0% |
| Participation rate | 0.0% | 72.0%-72.0pp | 76.1%-76.1pp | 70.9%-70.9pp |
| Annual return | -6.58% | 393.67%-400.2pp | 850.88%-857.5pp | 244.93%-251.5pp |
| Employer contribution / active EE | $8,409 | $2,682+213.6% | $3,631+131.6% | $2,078+304.7% |
| Participant deferral / active EE | $0 | $2,965-100.0% | $4,082-100.0% | $3,356-100.0% |
| Admin fee / account holder | $0 | $156-100.0% | $5,478-100.0% | $115-100.0% |