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 27 · EIN 04-2675571 | Advisory (Plan) | $24,016 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $2,324 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $44,530 | $55,790-20.2% | $76,817-42.0% | $67,579-34.1% |
| Participation rate | 99.0% | 71.1%+27.9pp | 72.1%+26.9pp | 71.3%+27.7pp |
| Annual return | 39.54% | 64.45%-24.9pp | 1166.11%-1126.6pp | 378.56%-339.0pp |
| Employer contribution / active EE | $5,554 | $1,810+206.8% | $2,302+141.3% | $2,148+158.6% |
| Participant deferral / active EE | $8,761 | $2,875+204.7% | $3,336+162.6% | $3,539+147.5% |
| Admin fee / account holder | $7 | $159-95.4% | $6,420-99.9% | $142-94.9% |