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 27 · EIN 59-3331424 | Advisory (Plan) | $10,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $6,731 |
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 | $17,946 | $37,196-51.8% | $154,107-88.4% | $55,725-67.8% |
| Participation rate | 94.9% | 64.1%+30.8pp | 83.0%+11.9pp | 70.9%+24.1pp |
| Annual return | -5.31% | 1319.68%-1325.0pp | 735.12%-740.4pp | 244.93%-250.2pp |
| Employer contribution / active EE | $367 | $1,614-77.2% | $5,298-93.1% | $2,078-82.3% |
| Participant deferral / active EE | $4,151 | $2,068+100.7% | $5,081-18.3% | $3,356+23.7% |
| Admin fee / account holder | $21 | $102-79.5% | $13,411-99.8% | $115-81.9% |