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 15 · EIN 16-1503696 | Recordkeeping | $22,168 |
EIDE BAILLY LLP10+ years Filed as: EIDE BAILLY Service code 10 · EIN 45-0250958 | Accounting | $5,371 |
Service code 16 320 6TH AVE SE · ABERDEEN, SD 57401 | Consulting | $5,004 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,575 | $59,417-46.9% | $93,606-66.3% | $74,495-57.6% |
| Participation rate | 80.0% | 59.7%+20.3pp | 68.7%+11.3pp | 67.2%+12.8pp |
| Annual return | 8.27% | 81.83%-73.6pp | 133.20%-124.9pp | 1364.94%-1356.7pp |
| Employer contribution / active EE | $308 | $1,264-75.6% | $2,420-87.3% | $2,623-88.3% |
| Participant deferral / active EE | $1,442 | $3,050-52.7% | $4,411-67.3% | $4,346-66.8% |
| Admin fee / account holder | $288 | $3,021-90.5% | $8,285-96.5% | $1,942-85.2% |