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 |
|---|---|---|
BENESYS, INC.1+ years Filed as: BENESYS, INC Service code 13 · EIN 38-2383171 | Contract Administrator | $50,429 |
Service code 29 · EIN 94-2576729 | Legal | $21,404 |
LINDQUIST LLP1+ years Service code 10 · EIN 52-2385296 | Accounting | $16,600 |
TD AMERITRADE, INC.1+ years Filed as: TD AMERITRADE TRUST COMPANY Service code 19 · EIN 20-0937408 | Securities Custodian | $15,958 |
VERUS1+ years Filed as: VERUS ADVISORY INC. Service code 27 · EIN 91-1320111 | Advisory (Plan) | $14,985 |
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 | $31,081 | $50,498-38.4% | $75,781-59.0% | $55,191-43.7% |
| Participation rate | 100.0% | 69.4%+30.6pp | 75.8%+24.2pp | 69.2%+30.8pp |
| Annual return | -2.62% | 1.80%-4.4pp | 9.68%-12.3pp | 10.78%-13.4pp |
| Employer contribution / active EE | $4,307 | $2,291+88.0% | $3,323+29.6% | $1,899+126.8% |
| Participant deferral / active EE | $866 | $2,589-66.5% | $3,651-76.3% | $3,046-71.6% |
| Admin fee / account holder | $188 | $123+52.8% | $5,299-96.5% | $91+107.2% |