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 |
|---|---|---|
SIKICH LLP2+ years Filed as: SIKICH FINANCIAL Service code 27 · EIN 36-3168081 | Advisory (Plan) | $15,248 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $3,180 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $46,472 | $46,732-0.6% | $156,549-70.3% | $55,167-15.8% |
| Participation rate | 66.5% | 65.8%+0.7pp | 84.0%-17.5pp | 69.0%-2.5pp |
| Annual return | 6.63% | 17.72%-11.1pp | 32.23%-25.6pp | 169.23%-162.6pp |
| Employer contribution / active EE | $658 | $2,105-68.8% | $5,501-88.0% | $1,963-66.5% |
| Participant deferral / active EE | $3,376 | $2,204+53.2% | $4,871-30.7% | $3,054+10.5% |
| Admin fee / account holder | $142 | $418-66.0% | $13,027-98.9% | $504-71.7% |