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 |
|---|---|---|
Service code 12 · EIN 13-3689044 | Float revenue; Finders' fees / placem... | $71,829 |
EIDE BAILLY LLP1 year Service code 10 · EIN 45-0250958 | Accounting | $11,092 |
STRATEGIES LLC3+ years Filed as: STRATEGIES, LLC Service code 28 · EIN 20-8593746 | Investment Management | $9,801 |
CHARLES SCHWAB & CO., INC.3+ years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $0 |
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 | $93,218 | $72,448+28.7% | $118,746-21.5% | $69,631+33.9% |
| Participation rate | 100.0% | 79.7%+20.3pp | 78.3%+21.7pp | 70.7%+29.3pp |
| Annual return | 14.03% | 19.06%-5.0pp | 24.54%-10.5pp | 27571.02%-27557.0pp |
| Employer contribution / active EE | $3,473 | $3,771-7.9% | $4,193-17.2% | $2,032+70.9% |
| Participant deferral / active EE | $4,502 | $4,943-8.9% | $5,332-15.6% | $3,224+39.7% |
| Admin fee / account holder | $192 | $99+93.9% | $10,720-98.2% | $110+73.5% |