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 & GOBLE4 years Filed as: KAUFMANN AND GOBLE ASSOC., INC. Service code 15 · EIN 94-2614826 | Recordkeeping | $78,623 |
BENESYS, INC.8+ years Filed as: BENESYS, INC Service code 13 · EIN 38-2383171 | Contract Administrator | $63,204 |
WITHUMSMITH+BROWN, PC1 year Service code 10 · EIN 20-2027092 | Accounting | $28,716 |
Service code 29 · EIN 94-2576729 | Legal | $24,279 |
TD AMERITRADE, INC.8+ years Filed as: TD AMERITRADE TRUST COMPANY Service code 19 · EIN 20-0937408 | Securities Custodian | $19,239 |
VERUS8+ years Filed as: VERUS ADVISORY INC. Service code 27 · EIN 91-1320111 | Advisory (Plan) | $17,500 |
ULLICO3 years Filed as: UNION BANK Service code 49 · EIN 94-0304228 | Other Services | $5,590 |
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 | $52,837 | $106,236-50.3% | $112,228-52.9% | $64,808-18.5% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.1%+24.9pp | 71.5%+28.5pp |
| Annual return | -14.20% | -6.02%-8.2pp | 27.45%-41.7pp | 32.82%-47.0pp |
| Employer contribution / active EE | $4,806 | $3,166+51.8% | $3,635+32.2% | $2,506+91.8% |
| Participant deferral / active EE | $1,352 | $3,785-64.3% | $4,728-71.4% | $4,310-68.6% |
| Admin fee / account holder | $245 | $452-45.7% | $6,410-96.2% | $188+30.6% |