See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
SABEY CPA, PLLC1 year Service code 10 · EIN 83-2111556 | Accounting | $12,700 |
Service code 37 · EIN 04-2647786 | Loan Processing | $6,725 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $39,738 | $75,388-47.3% | $123,544-67.8% | $55,725-28.7% |
| Participation rate | 45.5% | 75.7%-30.1pp | 82.3%-36.7pp | 70.9%-25.3pp |
| Annual return | 4.16% | 4.48%-0.3pp | 119.20%-115.0pp | 244.93%-240.8pp |
| Employer contribution / active EE | $2,135 | $3,063-30.3% | $4,628-53.9% | $2,078+2.7% |
| Participant deferral / active EE | $4,699 | $5,651-16.8% | $6,426-26.9% | $3,356+40.0% |
| Admin fee / account holder | $65 | $120-45.6% | $9,284-99.3% | $115-43.4% |