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 52 · EIN 04-1590850 | Indirect Investment Fees | $3,567 |
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 | $63,448 | $70,002-9.4% | $115,037-44.8% | $52,331+21.2% |
| Participation rate | 90.5% | 72.1%+18.4pp | 81.4%+9.2pp | 68.1%+22.4pp |
| Annual return | 3.31% | 4.04%-0.7pp | 26.14%-22.8pp | 4.54%-1.2pp |
| Employer contribution / active EE | $2,634 | $2,715-3.0% | $4,608-42.8% | $1,882+40.0% |
| Participant deferral / active EE | $5,666 | $4,920+15.2% | $6,026-6.0% | $3,022+87.5% |
| Admin fee / account holder | $12 | $566-97.8% | $8,175-99.9% | $592-97.9% |