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 & GOBLE6+ years Filed as: KAUFMANN & GOBLE ASSOCIATES Service code 15 · EIN 94-2614826 | Recordkeeping | $111,551 |
UA LOCAL 3436+ years Service code 13 · EIN 94-0925634 | Contract Administrator | $77,256 |
KRAW LAW GROUP5 years Service code 29 · EIN 32-0465891 | Legal | $33,135 |
LINDQUIST LLP6+ years Service code 10 · EIN 52-2385296 | Accounting | $27,430 |
VERUS6+ years Service code 17 · EIN 91-1320111 | Pension Consulting | $23,750 |
MATRIX TRUST COMPANY3 years Filed as: BROADRIDGE MATRIX Service code 24 · EIN 75-3182674 | Discretionary Trustee | $19,619 |
VACA 343 MT LLC1 year Service code 49 · EIN 85-1445430 | Other Services | $9,600 |
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 | $37,031 | $81,719-54.7% | $101,248-63.4% | $90,288-59.0% |
| Participation rate | 100.0% | 80.7%+19.3pp | 75.8%+24.2pp | 73.4%+26.6pp |
| Annual return | 12.49% | 337.64%-325.1pp | 46.47%-34.0pp | 53.97%-41.5pp |
| Employer contribution / active EE | $1,171 | $3,622-67.7% | $3,660-68.0% | $2,524-53.6% |
| Participant deferral / active EE | $508 | $3,310-84.7% | $4,370-88.4% | $4,232-88.0% |
| Admin fee / account holder | $215 | $162+33.1% | $5,945-96.4% | $114+88.9% |