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 |
|---|---|---|
COULTER & JUSTUS7+ years Filed as: COULTER & JUSTUS, PC Service code 99 | Other Fees | $12,000 |
COULTER & JUSTUS4 years Filed as: COULTER AND JUSTUS PC Service code 99 · EIN 62-1532536 | Other Fees | $12,000 |
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $0 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,709 | $65,908-39.8% | $81,812-51.5% | $77,643-48.9% |
| Participation rate | 42.2% | 65.8%-23.6pp | 72.3%-30.1pp | 70.6%-28.3pp |
| Annual return | 12.46% | 26.64%-14.2pp | 773.79%-761.3pp | 31.24%-18.8pp |
| Employer contribution / active EE | $662 | $2,370-72.1% | $2,912-77.3% | $2,726-75.7% |
| Participant deferral / active EE | $1,528 | $3,505-56.4% | $4,319-64.6% | $4,647-67.1% |
| Admin fee / account holder | $108 | $526-79.5% | $7,386-98.5% | $430-74.9% |