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 | $367,750 |
Filed as: ALPHA INVESTMENT CONSULTING GROUP L Service code 27 · EIN 39-1859759 | Advisory (Plan) | $50,000 |
GRANT THORNTON LLP5+ years Filed as: GRANT THORNTON, LLP Service code 10 · EIN 36-6055558 | Accounting | $12,460 |
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 | $67,720 | $66,051+2.5% | $92,893-27.1% | $77,787-12.9% |
| Participation rate | 98.1% | 81.0%+17.1pp | 76.0%+22.1pp | 73.2%+24.9pp |
| Annual return | 25.06% | 20.69%+4.4pp | 109.41%-84.4pp | 32.57%-7.5pp |
| Employer contribution / active EE | $2,220 | $3,426-35.2% | $3,653-39.2% | $2,504-11.3% |
| Participant deferral / active EE | $6,816 | $3,013+126.2% | $4,236+60.9% | $3,967+71.8% |
| Admin fee / account holder | $128 | $148-13.6% | $5,794-97.8% | $100+27.6% |