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 15 · EIN 01-0233346 | Recordkeeping | $428 |
Service code 26 · EIN 59-3331424 | Advisory (Participants) | $0 |
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 | $85,790 | $76,552+12.1% | $123,892-30.8% | $62,891+36.4% |
| Participation rate | 81.7% | 73.0%+8.7pp | 81.4%+0.3pp | 69.3%+12.4pp |
| Annual return | 7.06% | 18.68%-11.6pp | 47.52%-40.5pp | 20.14%-13.1pp |
| Employer contribution / active EE | $4,476 | $2,883+55.3% | $4,617-3.1% | $2,281+96.2% |
| Participant deferral / active EE | $7,937 | $4,840+64.0% | $5,984+32.6% | $3,203+147.8% |
| Admin fee / account holder | $281 | $4,826-94.2% | $8,357-96.6% | $4,296-93.5% |