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 |
|---|---|---|
CAVANAGH & O'HARA3+ years Filed as: CAVANAGH & OHARA, LLP Service code 29 · EIN 37-1259635 | Legal | $56,581 |
JOE MOSKAUSKI3+ years Filed as: JOE CAMAIONI Service code 71 27575 FERRY ROAD · WARRENVILLE, IL 60555 | Brokerage Fees | $46,742 |
ROMOLO & ASSOCIATES3+ years Service code 10 · EIN 37-1077733 | Accounting | $14,200 |
Filed as: WILSHIRE ASSOCIATES INC Service code 26 · EIN 95-2755361 | Advisory (Participants) | $9,912 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $25,381 | $56,443-55.0% | $83,848-69.7% | $55,725-54.5% |
| Participation rate | 100.0% | 72.0%+28.0pp | 76.1%+23.9pp | 70.9%+29.1pp |
| Annual return | 9.34% | 393.67%-384.3pp | 850.88%-841.5pp | 244.93%-235.6pp |
| Employer contribution / active EE | $2,803 | $2,682+4.5% | $3,631-22.8% | $2,078+34.9% |
| Participant deferral / active EE | $278 | $2,965-90.6% | $4,082-93.2% | $3,356-91.7% |
| Admin fee / account holder | $174 | $156+11.5% | $5,478-96.8% | $115+51.3% |