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 26 · EIN 71-0294708 | Advisory (Participants) | $50,563 |
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 | $51,459 | $63,299-18.7% | $91,001-43.5% | $62,292-17.4% |
| Participation rate | 92.7% | 73.3%+19.4pp | 75.6%+17.1pp | 69.5%+23.2pp |
| Annual return | 18.69% | 20.99%-2.3pp | 4.60%+14.1pp | 28.90%-10.2pp |
| Employer contribution / active EE | $2,408 | $1,807+33.3% | $2,456-1.9% | $2,042+17.9% |
| Participant deferral / active EE | $4,435 | $2,943+50.7% | $3,547+25.0% | $3,169+39.9% |
| Admin fee / account holder | $188 | $468-59.8% | $5,417-96.5% | $479-60.8% |