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 27 · EIN 93-0987232 | Advisory (Plan) | $39,287 |
ROGOFF & COMPANY PC1 year Filed as: ROGOFF & COMPANY, PC Service code 10 · EIN 13-2688836 | Accounting | $14,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$19,484 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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).
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 | $222,848 | $99,957+122.9% | $149,696+48.9% | $73,488+203.2% |
| Participation rate | 68.8% | 75.7%-6.9pp | 82.5%-13.6pp | 70.7%-1.8pp |
| Annual return | 23.36% | 53.87%-30.5pp | 276.60%-253.2pp | 28.51%-5.1pp |
| Employer contribution / active EE | $0 | $3,191-100.0% | $4,644-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $7,908 | $6,073+30.2% | $6,842+15.6% | $3,740+111.5% |
| Admin fee / account holder | $286 | $551-48.0% | $9,309-96.9% | $513-44.2% |