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 |
|---|---|---|
FIEBIGER SWANSON WEST & CO PLLP2+ years Filed as: FIEBIGER, SWANSON, WEST, & CO. PLLP Service code 10 · EIN 41-6134264 | Accounting | $17,297 |
Filed as: PRUDENTIAL INSURANCE CO. OF AMERICA Service code 28 · EIN 22-1211670 | Investment Management | $8,066 |
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 | $37,227 | $54,392-31.6% | $84,750-56.1% | $63,975-41.8% |
| Participation rate | 100.0% | 76.9%+23.1pp | 76.6%+23.4pp | 71.1%+28.9pp |
| Annual return | 7.02% | 611.38%-604.4pp | 22.78%-15.8pp | 48.65%-41.6pp |
| Employer contribution / active EE | $2,779 | $2,943-5.6% | $3,574-22.2% | $2,182+27.4% |
| Participant deferral / active EE | $1,391 | $2,593-46.4% | $3,712-62.5% | $3,356-58.6% |
| Admin fee / account holder | $11 | $136-92.2% | $5,332-99.8% | $70-84.9% |