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 | $6,900 |
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 | $32,754 | $65,223-49.8% | $80,019-59.1% | $55,725-41.2% |
| Participation rate | 85.7% | 80.6%+5.1pp | 75.8%+9.8pp | 70.9%+14.8pp |
| Annual return | 3.24% | 7.59%-4.4pp | 11.22%-8.0pp | 244.93%-241.7pp |
| Employer contribution / active EE | $1,612 | $2,544-36.6% | $2,468-34.7% | $2,078-22.4% |
| Participant deferral / active EE | $3,007 | $3,881-22.5% | $3,686-18.4% | $3,356-10.4% |
| Admin fee / account holder | $18 | $114-84.5% | $6,521-99.7% | $115-84.7% |