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.4+ years Service code 10 · EIN 43-1122456 | Accounting | $35,920 |
SPENCER FANE LLP4+ years Filed as: SPENCER FANE BRITT & BROWNE LLP Service code 29 · EIN 44-0561981 | Legal | $21,833 |
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 | $39,421 | $56,443-30.2% | $83,848-53.0% | $55,725-29.3% |
| Participation rate | 90.3% | 72.0%+18.2pp | 76.1%+14.1pp | 70.9%+19.4pp |
| Annual return | -7.32% | 393.67%-401.0pp | 850.88%-858.2pp | 244.93%-252.3pp |
| Employer contribution / active EE | $724 | $2,682-73.0% | $3,631-80.0% | $2,078-65.1% |
| Participant deferral / active EE | $1,788 | $2,965-39.7% | $4,082-56.2% | $3,356-46.7% |
| Admin fee / account holder | $155 | $156-0.9% | $5,478-97.2% | $115+34.4% |