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 |
|---|---|---|
PASQUESI SHEPPARD LLC1 year Service code 10 · EIN 36-4049282 585 N BANK LANE · LAKE FOREST, IL 600455307 | Accounting | $13,500 |
WELL AND GOOD LLC1 year Service code 27 · EIN 27-0984119 1710 ADAMS STREET · MADISON, WI 537112142 | Advisory (Plan) | $6,500 |
TIAA5+ years Service code 64 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Recordkeeping Fees | $380 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $94,268 | $60,795+55.1% | $69,455+35.7% | $65,185+44.6% |
| Participation rate | 99.5% | 74.9%+24.7pp | 74.6%+24.9pp | 70.2%+29.3pp |
| Annual return | 18.17% | 17.46%+0.7pp | 28.97%-10.8pp | 29.38%-11.2pp |
| Employer contribution / active EE | $2,899 | $2,452+18.2% | $2,779+4.3% | $2,177+33.2% |
| Participant deferral / active EE | $3,813 | $3,162+20.6% | $3,535+7.8% | $3,514+8.5% |
| Admin fee / account holder | $1 | $314-99.7% | $3,839-100.0% | $847-99.9% |