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 |
|---|---|---|
SIKICH LLP1 year Filed as: SIKICH CAPITAL MANAGEMENT Service code 17 · EIN 20-8014560 | Pension Consulting | $29,832 |
Service code 13 · EIN 41-0417830 | Contract Administrator | $2,779 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $110,824 | $65,061+70.3% | $143,757-22.9% | $66,914+65.6% |
| Participation rate | 69.7% | 65.2%+4.5pp | 80.3%-10.6pp | 69.8%-0.1pp |
| Annual return | -11.32% | -11.14%-0.2pp | -0.04%-11.3pp | 1.58%-12.9pp |
| Employer contribution / active EE | $4,482 | $2,361+89.9% | $4,951-9.5% | $2,544+76.2% |
| Participant deferral / active EE | $3,103 | $2,919+6.3% | $5,637-45.0% | $4,237-26.8% |
| Admin fee / account holder | $267 | $502-46.7% | $14,673-98.2% | $593-54.9% |