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 64 · EIN 39-6040276 | Recordkeeping Fees | $780 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $61,382 | $45,825+33.9% | $90,645-32.3% | $56,287+9.1% |
| Participation rate | 72.9% | 66.7%+6.2pp | 74.0%-1.2pp | 69.9%+3.0pp |
| Annual return | -2.82% | 38.64%-41.5pp | 1.88%-4.7pp | -9.96%+7.1pp |
| Employer contribution / active EE | $1,360 | $1,372-0.9% | $2,532-46.3% | $2,111-35.6% |
| Participant deferral / active EE | $3,324 | $2,562+29.7% | $3,425-2.9% | $3,350-0.8% |
| Admin fee / account holder | $18 | $413-95.6% | $4,994-99.6% | $521-96.5% |