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 |
|---|---|---|
LINDQUIST LLP4+ years Service code 10 · EIN 52-2385296 | Accounting | $113,603 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY Service code 16 1999 HARRISON STREET, SUITE 2200 · OAKLAND, CA 94612 | Consulting | $90,990 |
MATRIX TRUST COMPANY4+ years Service code 25 · EIN 75-3182674 | Directed Trustee | $61,176 |
WEINBERG, ROGER & ROSENFELD4+ years Service code 29 · EIN 94-2458080 | Legal | $15,634 |
Filed as: DST FINANCIAL SERVICES Service code 38 · EIN 43-1581814 | Participant Communication | $8,407 |
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 | $30,558 | $67,598-54.8% | $75,886-59.7% | $77,787-60.7% |
| Participation rate | 100.0% | 69.6%+30.4pp | 69.3%+30.7pp | 73.2%+26.8pp |
| Annual return | 1.06% | 23.18%-22.1pp | 30.76%-29.7pp | 32.57%-31.5pp |
| Employer contribution / active EE | $2,250 | $2,430-7.4% | $2,500-10.0% | $2,504-10.1% |
| Participant deferral / active EE | $2,701 | $3,502-22.9% | $3,603-25.0% | $3,967-31.9% |
| Admin fee / account holder | $141 | $96+46.4% | $5,418-97.4% | $100+40.9% |