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 & GOBLE8+ years Filed as: KAUFMANN & GOBLE ASSOCIATES Service code 15 · EIN 94-2614826 | Recordkeeping | $102,400 |
UA LOCAL 3431 year Filed as: U.A. LOCAL 343 JOINT SERVICES Service code 13 · EIN 94-0925634 | Contract Administrator | $77,256 |
WITHUMSMITH+BROWN, PC1 year Service code 10 · EIN 22-2027902 | Accounting | $31,199 |
KRAW LAW GROUP7 years Service code 29 · EIN 32-0465891 | Legal | $28,813 |
Filed as: NORTHWEST PLAN SERVICES Service code 15 · EIN 91-2090931 | Recordkeeping | $26,777 |
VERUS2 years Filed as: VERUS ADVISORY, LLC Service code 17 · EIN 91-1320111 | Pension Consulting | $25,000 |
MATRIX TRUST COMPANY2 years Service code 24 · EIN 75-3182674 | Discretionary Trustee | $18,100 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $34,148 | $76,774-55.5% | $112,228-69.6% | $77,904-56.2% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.1%+24.9pp | 73.7%+26.3pp |
| Annual return | -16.95% | -10.25%-6.7pp | 27.45%-44.4pp | 12.21%-29.2pp |
| Employer contribution / active EE | $1,321 | $3,977-66.8% | $3,635-63.6% | $2,848-53.6% |
| Participant deferral / active EE | $608 | $3,778-83.9% | $4,728-87.1% | $4,806-87.3% |
| Admin fee / account holder | $197 | $239-17.5% | $6,410-96.9% | $133+48.7% |