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 LLC2 years Service code 10 · EIN 36-4049282 | Accounting | $14,600 |
WELL AND GOOD LLC1 year Filed as: WELL AND GOOD Service code 27 · EIN 27-0984119 | Advisory (Plan) | $3,250 |
Filed as: NEW PINNACLE CONSULTING GROUP Service code 17 · EIN 26-1233837 | Pension Consulting | $1,940 |
TIAA6+ years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $1,436 |
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 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 | $94,018 | $65,322+43.9% | $70,449+33.5% | $73,488+27.9% |
| Participation rate | 99.5% | 77.0%+22.6pp | 75.1%+24.5pp | 70.7%+28.9pp |
| Annual return | -1.44% | 15.71%-17.1pp | 109.03%-110.5pp | 28.51%-29.9pp |
| Employer contribution / active EE | $1,712 | $2,460-30.4% | $2,737-37.4% | $2,270-24.6% |
| Participant deferral / active EE | $2,462 | $3,375-27.0% | $3,709-33.6% | $3,740-34.2% |
| Admin fee / account holder | $4 | $214-98.1% | $3,845-99.9% | $513-99.2% |