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 60 · EIN 04-2647786 | Sub-TA Fees | $7,985 |
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 | $159,222 | $72,770+118.8% | $67,652+135.4% | $55,191+188.5% |
| Participation rate | 99.7% | 78.8%+20.9pp | 75.7%+24.1pp | 69.2%+30.6pp |
| Annual return | 0.33% | -3.26%+3.6pp | 6625.04%-6624.7pp | 10.78%-10.5pp |
| Employer contribution / active EE | $7,467 | $1,769+322.0% | $2,266+229.6% | $1,899+293.2% |
| Participant deferral / active EE | $11,566 | $3,408+239.4% | $3,560+224.9% | $3,046+279.7% |
| Admin fee / account holder | $26 | $79-67.5% | $4,821-99.5% | $91-71.8% |