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 |
|---|---|---|
ANDERS MINKLER HUBER & HELM LLP1+ years Filed as: ANDERS MINKLER HUBER & HELM, LLP Service code 10 · EIN 43-0831507 | Accounting | $10,588 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,527 | $70,667-7.3% | $123,104-46.8% | $52,331+25.2% |
| Participation rate | 100.0% | 83.7%+16.3pp | 86.8%+13.2pp | 68.1%+31.9pp |
| Annual return | -0.38% | 6.23%-6.6pp | 13.22%-13.6pp | 4.54%-4.9pp |
| Employer contribution / active EE | $3,232 | $2,946+9.7% | $5,151-37.3% | $1,882+71.7% |
| Participant deferral / active EE | $2,070 | $4,493-53.9% | $6,230-66.8% | $3,022-31.5% |
| Admin fee / account holder | $147 | $506-71.0% | $9,015-98.4% | $592-75.2% |