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 04-2647786 | Recordkeeping Fees | $921 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $66,677 | $75,183-11.3% | $123,892-46.2% | $55,167+20.9% |
| Participation rate | 84.2% | 72.8%+11.4pp | 81.4%+2.8pp | 69.0%+15.2pp |
| Annual return | 13.73% | 19.01%-5.3pp | 47.52%-33.8pp | 169.23%-155.5pp |
| Employer contribution / active EE | $0 | $2,823-100.0% | $4,617-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $11,507 | $5,084+126.3% | $5,984+92.3% | $3,054+276.8% |
| Admin fee / account holder | $7 | $663-98.9% | $8,357-99.9% | $504-98.6% |