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 06-1050034 | Contract Administrator | $15,684 |
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 | $21,804 | $25,302-13.8% | $74,701-70.8% | $67,579-67.7% |
| Participation rate | 91.1% | 37.8%+53.2pp | 54.5%+36.6pp | 71.3%+19.8pp |
| Annual return | 25.08% | 10291.17%-10266.1pp | 752.92%-727.8pp | 378.56%-353.5pp |
| Employer contribution / active EE | $546 | $446+22.4% | $1,084-49.6% | $2,148-74.6% |
| Participant deferral / active EE | $1,231 | $954+29.1% | $1,964-37.3% | $3,539-65.2% |
| Admin fee / account holder | $62 | $108-42.5% | $3,333-98.1% | $142-56.5% |