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 42-0127290 | Contract Administrator | $33,874 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $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 | $81,350 | $51,288+58.6% | $81,983-0.8% | $73,409+10.8% |
| Participation rate | 95.9% | 64.0%+31.9pp | 69.2%+26.7pp | 72.2%+23.7pp |
| Annual return | 11.94% | 29.48%-17.5pp | 41.31%-29.4pp | 59.29%-47.4pp |
| Employer contribution / active EE | $1,170 | $1,487-21.3% | $2,498-53.2% | $2,234-47.6% |
| Participant deferral / active EE | $4,913 | $2,715+81.0% | $3,722+32.0% | $3,805+29.1% |
| Admin fee / account holder | $88 | $125-29.6% | $5,664-98.4% | $158-44.1% |