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 13 · EIN 34-1781113 | Contract Administrator | $21,700 |
HILL WARD HENDERSON3 years Filed as: HILL BARTH & KING Service code 10 · EIN 34-1897225 | Accounting | $10,600 |
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 | $56,704 | $55,636+1.9% | $81,983-30.8% | $73,488-22.8% |
| Participation rate | 57.9% | 62.3%-4.4pp | 69.2%-11.4pp | 70.7%-12.8pp |
| Annual return | 20.74% | 19.07%+1.7pp | 41.31%-20.6pp | 28.51%-7.8pp |
| Employer contribution / active EE | $1,509 | $1,625-7.1% | $2,498-39.6% | $2,270-33.5% |
| Participant deferral / active EE | $1,830 | $2,762-33.8% | $3,722-50.8% | $3,740-51.1% |
| Admin fee / account holder | $286 | $493-42.0% | $5,664-95.0% | $513-44.3% |