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 |
|---|---|---|
COULTER & JUSTUS1 year Filed as: COULTER & JUSTUS, P.C. Service code 10 · EIN 62-1532536 | Accounting | $28,000 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $21,419 |
TWO WEST CAPITAL ADVISORS2 years Service code 26 · EIN 27-3055170 | Advisory (Participants) | $19,529 |
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 | $31,799 | $60,323-47.3% | $81,812-61.1% | $74,495-57.3% |
| Participation rate | 77.0% | 62.9%+14.1pp | 72.3%+4.6pp | 67.2%+9.8pp |
| Annual return | 12.12% | 16.90%-4.8pp | 773.79%-761.7pp | 1364.94%-1352.8pp |
| Employer contribution / active EE | $1,607 | $2,620-38.7% | $2,912-44.8% | $2,623-38.7% |
| Participant deferral / active EE | $3,114 | $3,387-8.1% | $4,319-27.9% | $4,346-28.4% |
| Admin fee / account holder | $252 | $1,486-83.0% | $7,386-96.6% | $1,942-87.0% |