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 | $381,180 |
Filed as: ALPHA INVESTMENT CONSULTING GROUP L Service code 27 · EIN 39-1859759 | Advisory (Plan) | $50,000 |
GRANT THORNTON LLP4+ years Filed as: GRANT THORNTON, LLP Service code 10 · EIN 36-6055558 | Accounting | $16,120 |
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 | $52,092 | $60,396-13.8% | $83,848-37.9% | $75,289-30.8% |
| Participation rate | 96.5% | 80.7%+15.7pp | 76.1%+20.3pp | 72.4%+24.0pp |
| Annual return | -6.00% | 3.84%-9.8pp | 850.88%-856.9pp | -0.04%-6.0pp |
| Employer contribution / active EE | $1,995 | $3,343-40.3% | $3,631-45.0% | $2,405-17.0% |
| Participant deferral / active EE | $5,659 | $2,922+93.7% | $4,082+38.6% | $3,739+51.4% |
| Admin fee / account holder | $133 | $141-5.8% | $5,478-97.6% | $102+30.0% |