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, PLLC2 years Service code 10 · EIN 83-2111556 | Accounting | $16,750 |
Service code 37 · EIN 04-2647786 | Loan Processing | $7,836 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $43,960 | $88,122-50.1% | $141,162-68.9% | $67,579-34.9% |
| Participation rate | 46.1% | 76.5%-30.3pp | 82.5%-36.3pp | 71.3%-25.2pp |
| Annual return | 29.42% | 75.40%-46.0pp | 71.39%-42.0pp | 378.56%-349.1pp |
| Employer contribution / active EE | $1 | $3,224-100.0% | $4,735-100.0% | $2,148-99.9% |
| Participant deferral / active EE | $4,179 | $5,958-29.9% | $6,709-37.7% | $3,539+18.1% |
| Admin fee / account holder | $72 | $131-45.0% | $10,261-99.3% | $142-49.4% |