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 | $600 |
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 | $28,936 | $43,504-33.5% | $68,793-57.9% | $56,287-48.6% |
| Participation rate | 78.0% | 67.8%+10.2pp | 72.2%+5.8pp | 69.9%+8.2pp |
| Annual return | -6.75% | -3.15%-3.6pp | -4.63%-2.1pp | -9.96%+3.2pp |
| Employer contribution / active EE | $1,217 | $1,525-20.2% | $2,625-53.6% | $2,111-42.4% |
| Participant deferral / active EE | $1,884 | $2,509-24.9% | $3,311-43.1% | $3,350-43.7% |
| Admin fee / account holder | $293 | $515-43.0% | $5,131-94.3% | $521-43.7% |