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 |
|---|---|---|
LAKESIDE WEALTH MANAGEMENT3+ years Filed as: LAKESIDE WEALTH MANAGEMENT GROUP Service code 27 · EIN 20-4455433 | Advisory (Plan) | $25,000 |
STEWART C. MILLER & CO., INC.3+ years Filed as: STEWART C MILLER Service code 14 · EIN 35-1820020 | Plan Administrator | $11,091 |
LEGACY PROFESSIONALS LLP3+ years Service code 10 · EIN 32-0043599 | Accounting | $7,283 |
TD AMERITRADE, INC.3+ years Filed as: TD AMERITRADE TRUST COMPANY Service code 18 · EIN 20-0937408 | Trustee (directed); Custodial (securi... | $5,869 |
Employer 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 | $39,087 | $55,449-29.5% | $83,848-53.4% | $56,287-30.6% |
| Participation rate | 100.0% | 68.0%+32.0pp | 76.1%+23.9pp | 69.9%+30.1pp |
| Annual return | 10.11% | -1.38%+11.5pp | 850.88%-840.8pp | -9.96%+20.1pp |
| Employer contribution / active EE | $339 | $2,430-86.1% | $3,631-90.7% | $2,111-84.0% |
| Participant deferral / active EE | $3,301 | $2,935+12.4% | $4,082-19.1% | $3,350-1.5% |
| Admin fee / account holder | $220 | $656-66.4% | $5,478-96.0% | $521-57.7% |