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 MANAGEMENT5+ years Filed as: LAKESIDE WEALTH MANAGEMENT GROUP Service code 27 · EIN 20-4455433 | Advisory (Plan) | $26,250 |
BPAS1 year Service code 15 · EIN 16-1503696 | Recordkeeping | $18,950 |
Filed as: TIC Service code 14 · EIN 13-2600875 | Plan Administrator | $12,891 |
LEGACY PROFESSIONALS LLP5+ years Service code 10 · EIN 32-0043599 | Accounting | $7,249 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 | $33,276 | $69,362-52.0% | $101,248-67.1% | $73,488-54.7% |
| Participation rate | 100.0% | 68.4%+31.6pp | 75.8%+24.2pp | 70.7%+29.3pp |
| Annual return | -6.33% | 18.46%-24.8pp | 46.47%-52.8pp | 28.51%-34.8pp |
| Employer contribution / active EE | $105 | $2,628-96.0% | $3,660-97.1% | $2,270-95.4% |
| Participant deferral / active EE | $3,071 | $3,300-6.9% | $4,370-29.7% | $3,740-17.9% |
| Admin fee / account holder | $285 | $704-59.5% | $5,945-95.2% | $513-44.4% |