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 16 · EIN 59-1531281 | Consulting | $66,544 |
Filed as: WILLIS TOWERS WATSON Service code 16 · EIN 53-0181291 | Consulting | $42,740 |
GEORGE JOHNSON & COMPANY1 year Service code 10 · EIN 38-2029668 | Accounting | $15,866 |
Filed as: FIDELITY INV. INST. OPER. CO. Service code 37 · EIN 04-2647786 | Loan Processing | -$80,784 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $182,036 | $105,247+73.0% | $87,100+109.0% | $77,787+134.0% |
| Participation rate | 74.6% | 85.8%-11.2pp | 76.9%-2.3pp | 73.2%+1.3pp |
| Annual return | 14.56% | 24.52%-10.0pp | 28.19%-13.6pp | 32.57%-18.0pp |
| Employer contribution / active EE | $6,454 | $2,895+123.0% | $2,521+156.0% | $2,504+157.7% |
| Participant deferral / active EE | $8,934 | $5,060+76.6% | $4,049+120.7% | $3,967+125.2% |
| Admin fee / account holder | $126 | $104+20.6% | $7,497-98.3% | $100+25.9% |