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 |
|---|---|---|
KAUFMANN & GOBLE4+ years Filed as: KAUFMANN & GOBLE ASSOCIATES Service code 15 · EIN 94-2614826 | Recordkeeping | $99,854 |
UA LOCAL 3434+ years Service code 13 · EIN 94-0925634 | Contract Administrator | $57,942 |
LINDQUIST LLP4+ years Service code 10 · EIN 52-2385296 | Accounting | $34,296 |
KRAW LAW GROUP3 years Service code 29 · EIN 32-0465891 | Legal | $33,990 |
VERUS4+ years Service code 17 · EIN 91-1320111 | Pension Consulting | $19,375 |
MATRIX TRUST COMPANY1 year Filed as: BROADRIDGE MATRIX Service code 24 · EIN 75-3182674 | Discretionary Trustee | $14,154 |
Participant 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,999 | $60,396-50.3% | $83,848-64.2% | $75,289-60.2% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.1%+23.9pp | 72.4%+27.6pp |
| Annual return | -4.80% | 3.84%-8.6pp | 850.88%-855.7pp | -0.04%-4.8pp |
| Employer contribution / active EE | $1,513 | $3,343-54.7% | $3,631-58.3% | $2,405-37.1% |
| Participant deferral / active EE | $481 | $2,922-83.5% | $4,082-88.2% | $3,739-87.1% |
| Admin fee / account holder | $221 | $141+56.6% | $5,478-96.0% | $102+116.2% |