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 52 · EIN 04-1590850 | Indirect Investment Fees | $31,049 |
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 | $58,997 | $50,898+15.9% | $171,082-65.5% | $55,167+6.9% |
| Participation rate | 97.5% | 63.3%+34.2pp | 76.7%+20.8pp | 69.0%+28.5pp |
| Annual return | 5.52% | 15.34%-9.8pp | 32.56%-27.0pp | 169.23%-163.7pp |
| Employer contribution / active EE | $1,224 | $1,433-14.6% | $4,002-69.4% | $1,963-37.6% |
| Participant deferral / active EE | $3,767 | $2,994+25.8% | $4,797-21.5% | $3,054+23.3% |
| Admin fee / account holder | $126 | $500-74.7% | $8,520-98.5% | $504-75.0% |