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 7-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 |
|---|---|---|
CONNER & WINTERS1 year Filed as: CONNER & WINTERS, LLC Service code 29 · EIN 73-1388566 | Legal | $49,695 |
Service code 12 · EIN 13-3689044 | Recordkeeping fees; Float revenue; Cl... | $38,229 |
EIDE BAILLY LLP1 year Filed as: EIDE BAILLY, LLPC Service code 10 · EIN 45-0250958 | Accounting | $12,250 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 28 · EIN 47-1411118 | Investment Management | $6,180 |
Employer contribution per participant 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 | $48,629 | $79,519-38.8% | $95,952-49.3% | $73,409-33.8% |
| Participation rate | 100.0% | 81.2%+18.8pp | 77.1%+22.9pp | 72.2%+27.8pp |
| Annual return | 13.85% | 19.20%-5.3pp | 91.61%-77.8pp | 59.29%-45.4pp |
| Employer contribution / active EE | $381 | $2,048-81.4% | $2,541-85.0% | $2,234-82.9% |
| Participant deferral / active EE | $4,216 | $4,138+1.9% | $4,167+1.2% | $3,805+10.8% |
| Admin fee / account holder | $196 | $184+6.3% | $6,795-97.1% | $158+24.1% |