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.5+ years Filed as: BENESYS, INC Service code 13 · EIN 38-2383171 | Contract Administrator | $58,059 |
LINDQUIST LLP5+ years Service code 10 · EIN 52-2385296 | Accounting | $18,992 |
Service code 29 · EIN 94-2576729 | Legal | $17,929 |
TD AMERITRADE, INC.5+ years Filed as: TD AMERITRADE TRUST COMPANY Service code 19 · EIN 20-0937408 | Securities Custodian | $16,873 |
KAUFMANN & GOBLE1 year Filed as: KAUFMANN AND GOBLE ASSOC., INC. Service code 15 · EIN 94-2614826 | Recordkeeping | $15,947 |
VERUS5+ years Filed as: VERUS ADVISORY INC. Service code 27 · EIN 91-1320111 | Advisory (Plan) | $12,500 |
Filed as: GRAND FLOW Service code 49 · EIN 94-3211239 | Other Services | $5,912 |
KIMBERLY ANDERSON1 year Service code 20 · EIN 94-6220673 | Direct payment from the plan; Trustee... | $5,772 |
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 | $48,415 | $66,601-27.3% | $92,893-47.9% | $67,579-28.4% |
| Participation rate | 100.0% | 72.5%+27.5pp | 76.0%+24.0pp | 71.3%+28.7pp |
| Annual return | 16.00% | 92.58%-76.6pp | 109.41%-93.4pp | 378.56%-362.6pp |
| Employer contribution / active EE | $6,029 | $2,775+117.2% | $3,653+65.1% | $2,148+180.7% |
| Participant deferral / active EE | $1,271 | $3,157-59.7% | $4,236-70.0% | $3,539-64.1% |
| Admin fee / account holder | $219 | $199+10.1% | $5,794-96.2% | $142+53.9% |