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.3+ years Filed as: BENESYS, INC Service code 13 · EIN 38-2383171 | Contract Administrator | $54,051 |
Service code 29 · EIN 94-2576729 | Legal | $23,464 |
LINDQUIST LLP3+ years Service code 10 · EIN 52-2385296 | Accounting | $17,792 |
VERUS3+ years Filed as: VERUS ADVISORY INC. Service code 27 · EIN 91-1320111 | Advisory (Plan) | $12,083 |
TD AMERITRADE, INC.3+ years Filed as: TD AMERITRADE TRUST COMPANY Service code 19 · EIN 20-0937408 | Securities Custodian | $9,738 |
KAUFMAN ROSSIN & CO1 year Filed as: KAUFMAN AND GOBLE Service code 15 · EIN 94-2614826 | Recordkeeping | $2,123 |
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 | $42,466 | $60,545-29.9% | $92,233-54.0% | $69,631-39.0% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.5%+23.5pp | 70.7%+29.3pp |
| Annual return | 12.99% | 19.71%-6.7pp | 176.28%-163.3pp | 27571.02%-27558.0pp |
| Employer contribution / active EE | $4,928 | $2,633+87.1% | $3,679+33.9% | $2,032+142.5% |
| Participant deferral / active EE | $1,394 | $2,828-50.7% | $3,897-64.2% | $3,224-56.7% |
| Admin fee / account holder | $189 | $145+30.2% | $5,194-96.4% | $110+70.7% |