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 LLC5 years Service code 10 · EIN 36-4049282 585 N BANK LN · LAKE FOREST, IL 600455307 | Accounting | $29,950 |
TIAA9+ years Service code 64 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Recordkeeping Fees | $20,859 |
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 | $100,835 | $65,557+53.8% | $64,056+57.4% | $71,457+41.1% |
| Participation rate | 97.6% | 73.2%+24.5pp | 72.3%+25.3pp | 67.9%+29.7pp |
| Annual return | 11.62% | 18.94%-7.3pp | 33.69%-22.1pp | 28.85%-17.2pp |
| Employer contribution / active EE | $4,931 | $2,669+84.8% | $2,747+79.6% | $2,588+90.6% |
| Participant deferral / active EE | $6,943 | $3,626+91.5% | $3,880+78.9% | $4,289+61.9% |
| Admin fee / account holder | $51 | $616-91.8% | $3,068-98.3% | $1,587-96.8% |