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 | $261,612 |
Filed as: ALPHA INVESTMENT CONSULTING GROUP L Service code 27 · EIN 39-1859759 | Advisory (Plan) | $50,000 |
GRANT THORNTON LLP1+ years Filed as: GRANT THORNTON, LLP Service code 10 · EIN 36-6055558 | Accounting | $9,460 |
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 | $55,454 | $55,516-0.1% | $75,781-26.8% | $59,188-6.3% |
| Participation rate | 97.1% | 73.6%+23.5pp | 75.8%+21.3pp | 69.4%+27.7pp |
| Annual return | 0.47% | -1.89%+2.4pp | 9.68%-9.2pp | 5.51%-5.0pp |
| Employer contribution / active EE | $873 | $2,604-66.5% | $3,323-73.7% | $2,098-58.4% |
| Participant deferral / active EE | $5,073 | $2,599+95.2% | $3,651+38.9% | $3,265+55.4% |
| Admin fee / account holder | $144 | $110+31.2% | $5,299-97.3% | $92+56.5% |