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) | $38,086 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $18,582 |
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 | $49,701 | $61,473-19.2% | $81,930-39.3% | $73,409-32.3% |
| Participation rate | 98.6% | 72.4%+26.2pp | 72.0%+26.6pp | 72.2%+26.4pp |
| Annual return | 26.27% | 28.26%-2.0pp | 29.49%-3.2pp | 59.29%-33.0pp |
| Employer contribution / active EE | $5,257 | $1,898+177.0% | $4,310+22.0% | $2,234+135.3% |
| Participant deferral / active EE | $8,964 | $3,080+191.0% | $7,107+26.1% | $3,805+135.6% |
| Admin fee / account holder | $39 | $125-68.8% | $5,158-99.2% | $158-75.2% |