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 | $110,044 |
LAKESIDE WEALTH MANAGEMENT5 years Service code 99 · EIN 20-4455433 | Other Fees | $49,250 |
Service code 99 · EIN 26-0058143 | Other Fees | $22,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $53,558 | $93,131-42.5% | $106,548-49.7% | $86,799-38.3% |
| Participation rate | 60.3% | 81.4%-21.1pp | 76.1%-15.8pp | 72.3%-12.0pp |
| Annual return | 11.64% | 19.45%-7.8pp | 26.80%-15.2pp | 97.91%-86.3pp |
| Employer contribution / active EE | $1,625 | $2,895-43.9% | $2,819-42.3% | $2,405-32.4% |
| Participant deferral / active EE | $2,774 | $4,708-41.1% | $4,398-36.9% | $4,131-32.8% |
| Admin fee / account holder | $287 | $145+98.0% | $7,407-96.1% | $170+69.5% |