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 LLP2 years Filed as: SIKICH CAPITAL MANAGEMENT Service code 17 · EIN 20-8014560 | Pension Consulting | $30,751 |
Service code 13 · EIN 41-0417830 | Contract Administrator | $3,031 |
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 | $119,134 | $61,272+94.4% | $149,673-20.4% | $71,457+66.7% |
| Participation rate | 75.2% | 62.5%+12.7pp | 78.8%-3.6pp | 67.9%+7.3pp |
| Annual return | 15.27% | 35.85%-20.6pp | 134.42%-119.1pp | 28.85%-13.6pp |
| Employer contribution / active EE | $6,349 | $2,378+166.9% | $4,818+31.8% | $2,588+145.3% |
| Participant deferral / active EE | $4,011 | $2,917+37.5% | $5,680-29.4% | $4,289-6.5% |
| Admin fee / account holder | $248 | $1,261-80.3% | $13,210-98.1% | $1,587-84.4% |