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 8-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 | $31,549 |
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 | $52,855 | $136,307-61.2% | $177,821-70.3% | $73,488-28.1% |
| Participation rate | 96.3% | 86.1%+10.1pp | 87.7%+8.5pp | 70.7%+25.6pp |
| Annual return | 47.24% | 18.68%+28.6pp | 48.32%-1.1pp | 28.51%+18.7pp |
| Employer contribution / active EE | $1,568 | $3,712-57.8% | $5,918-73.5% | $2,270-30.9% |
| Participant deferral / active EE | $6,930 | $5,829+18.9% | $7,714-10.2% | $3,740+85.3% |
| Admin fee / account holder | $191 | $596-67.9% | $12,427-98.5% | $513-62.7% |