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 64 · EIN 71-0294708 | Recordkeeping Fees | $95,023 |
LAKESIDE WEALTH MANAGEMENT4 years Service code 99 · EIN 20-4455433 | Other Fees | $62,788 |
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 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 | $54,540 | $85,135-35.9% | $98,907-44.9% | $73,409-25.7% |
| Participation rate | 68.3% | 81.1%-12.8pp | 76.0%-7.7pp | 72.2%-3.9pp |
| Annual return | 13.26% | 19.14%-5.9pp | 196.43%-183.2pp | 59.29%-46.0pp |
| Employer contribution / active EE | $1,516 | $2,721-44.3% | $2,689-43.6% | $2,234-32.1% |
| Participant deferral / active EE | $2,460 | $4,349-43.4% | $4,244-42.0% | $3,805-35.3% |
| Admin fee / account holder | $288 | $139+106.8% | $6,642-95.7% | $158+82.4% |