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 |
|---|---|---|
NOVAK BIRKS, P.C.3+ years Service code 10 · EIN 43-1122456 | Accounting | $14,136 |
SPENCER FANE LLP3+ years Filed as: SPENCER FANE BRITT & BROWNE LLP Service code 29 · EIN 44-0561981 | Legal | $8,232 |
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 | $43,586 | $60,545-28.0% | $92,233-52.7% | $69,631-37.4% |
| Participation rate | 93.3% | 72.2%+21.2pp | 76.5%+16.9pp | 70.7%+22.7pp |
| Annual return | 15.24% | 19.71%-4.5pp | 176.28%-161.0pp | 27571.02%-27555.8pp |
| Employer contribution / active EE | $843 | $2,633-68.0% | $3,679-77.1% | $2,032-58.5% |
| Participant deferral / active EE | $1,823 | $2,828-35.5% | $3,897-53.2% | $3,224-43.5% |
| Admin fee / account holder | $64 | $145-55.9% | $5,194-98.8% | $110-42.2% |