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 06-1050034 | Contract Administrator | $104,772 |
Service code 15 · EIN 26-0058143 | Recordkeeping | $41,427 |
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 | $132,462 | $94,621+40.0% | $138,135-4.1% | $73,409+80.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.7%+21.3pp | 72.2%+27.8pp |
| Annual return | 15.67% | 16.57%-0.9pp | 20.51%-4.8pp | 59.29%-43.6pp |
| Employer contribution / active EE | $2,096 | $4,410-52.5% | $5,587-62.5% | $2,234-6.2% |
| Participant deferral / active EE | $7,191 | $6,199+16.0% | $6,431+11.8% | $3,805+89.0% |
| Admin fee / account holder | $160 | $140+14.1% | $11,856-98.7% | $158+1.4% |