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 | $25 |
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 | $26,864 | $57,921-53.6% | $84,750-68.3% | $57,658-53.4% |
| Participation rate | 84.3% | 72.9%+11.4pp | 76.6%+7.7pp | 70.2%+14.1pp |
| Annual return | 21.90% | 10.24%+11.7pp | 22.78%-0.9pp | 5.13%+16.8pp |
| Employer contribution / active EE | $2,998 | $2,598+15.4% | $3,574-16.1% | $1,974+51.9% |
| Participant deferral / active EE | $6,994 | $2,742+155.1% | $3,712+88.4% | $3,061+128.5% |
| Admin fee / account holder | $9 | $130-93.2% | $5,332-99.8% | $95-90.6% |