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 |
|---|---|---|
SPENCER FANE LLP1+ years Filed as: SPENCER FANE BRITT & BROWNE LLP Service code 29 · EIN 44-0561981 | Legal | $47,118 |
NOVAK BIRKS, P.C.1+ years Service code 10 · EIN 43-1122456 | Accounting | $25,000 |
Annual investment return 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 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 | $37,518 | $50,498-25.7% | $75,781-50.5% | $55,191-32.0% |
| Participation rate | 86.0% | 69.4%+16.6pp | 75.8%+10.2pp | 69.2%+16.9pp |
| Annual return | -2.50% | 1.80%-4.3pp | 9.68%-12.2pp | 10.78%-13.3pp |
| Employer contribution / active EE | $674 | $2,291-70.6% | $3,323-79.7% | $1,899-64.5% |
| Participant deferral / active EE | $1,412 | $2,589-45.4% | $3,651-61.3% | $3,046-53.6% |
| Admin fee / account holder | $172 | $123+39.8% | $5,299-96.8% | $91+89.5% |