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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $78,602 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,491 | $37,196-31.5% | $154,107-83.5% | $55,725-54.3% |
| Participation rate | 86.4% | 64.1%+22.3pp | 83.0%+3.4pp | 70.9%+15.5pp |
| Annual return | -7.47% | 1319.68%-1327.1pp | 735.12%-742.6pp | 244.93%-252.4pp |
| Employer contribution / active EE | $620 | $1,614-61.6% | $5,298-88.3% | $2,078-70.1% |
| Participant deferral / active EE | $3,437 | $2,068+66.2% | $5,081-32.4% | $3,356+2.4% |
| Admin fee / account holder | $147 | $102+45.2% | $13,411-98.9% | $115+28.0% |