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 15 · EIN 13-3689044 100 MANHATTAN ROAD, SUITE 3 · PURCHASE, NY 10577 | Recordkeeping | $23,161 |
Service code 15 · EIN 27-0293282 12276 SAN JOSE BLVD. · JACKSONVILLE, FL 32223 | Recordkeeping | $6,386 |
BDO USA, LLP1 year Filed as: BDO USA LLP Service code 10 · EIN 13-5381590 501 RIVERSIDE AVE. · JACKSONVILLE, FL 32202 | Accounting | $4,900 |
Filed as: MESIROW FINANCIAL,INC. Service code 27 · EIN 36-3194849 353 N. CLARK ST · CHICAGO, IL 60654 | Advisory (Plan) | $564 |
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 | $26,947 | $89,355-69.8% | $141,162-80.9% | $72,985-63.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 21.43% | 111.85%-90.4pp | 71.39%-50.0pp | 81.00%-59.6pp |
| Employer contribution / active EE | $0 | $3,114-100.0% | $4,735-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,188 | $5,418-41.2% | $6,709-52.5% | $3,607-11.6% |
| Admin fee / account holder | $60 | $5,958-99.0% | $10,261-99.4% | $5,124-98.8% |