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 |
|---|---|---|
H BECK INC1 year Service code 49 · EIN 52-1321340 | Other Services | $4,793 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $588 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $28,198 | $36,767-23.3% | $81,478-65.4% | $62,292-54.7% |
| Participation rate | 32.4% | 54.4%-22.0pp | 68.0%-35.6pp | 69.5%-37.1pp |
| Annual return | 29.39% | 173.80%-144.4pp | 38.78%-9.4pp | 28.90%+0.5pp |
| Employer contribution / active EE | $731 | $1,128-35.2% | $2,568-71.5% | $2,042-64.2% |
| Participant deferral / active EE | $2,207 | $2,111+4.6% | $3,537-37.6% | $3,169-30.4% |
| Admin fee / account holder | $12 | $797-98.5% | $4,561-99.7% | $479-97.4% |