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 |
|---|---|---|
Filed as: PETER CHISWICK Service code 14 · EIN 36-3109431 | Plan Administrator | $28,368 |
BAKER TILLY US, LLP4 years Service code 10 · EIN 39-0859910 | Accounting | $20,360 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $9,872 | $52,660-81.3% | $86,612-88.6% | $80,160-87.7% |
| Participation rate | 90.0% | 62.4%+27.6pp | 71.7%+18.3pp | 72.9%+17.0pp |
| Annual return | 18.38% | 24.87%-6.5pp | 591.07%-572.7pp | 40.38%-22.0pp |
| Employer contribution / active EE | $567 | $2,140-73.5% | $3,022-81.3% | $2,978-81.0% |
| Participant deferral / active EE | $590 | $3,215-81.6% | $4,438-86.7% | $5,017-88.2% |
| Admin fee / account holder | $32 | $113-72.1% | $5,614-99.4% | $145-78.3% |