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 9-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 | $4,165 |
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 | $105,958 | $73,638+43.9% | $95,952+10.4% | $73,488+44.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 77.1%+22.9pp | 70.7%+29.3pp |
| Annual return | 18.32% | 16.78%+1.5pp | 91.61%-73.3pp | 28.51%-10.2pp |
| Employer contribution / active EE | $4,227 | $1,863+126.9% | $2,541+66.4% | $2,270+86.2% |
| Participant deferral / active EE | $5,245 | $3,617+45.0% | $4,167+25.9% | $3,740+40.3% |
| Admin fee / account holder | $32 | $482-93.3% | $6,795-99.5% | $513-93.8% |