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 9-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 64 · EIN 71-0294708 | Recordkeeping Fees | $750 |
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 | $24,411 | $31,424-22.3% | $81,478-70.0% | $69,631-64.9% |
| Participation rate | 74.1% | 50.8%+23.3pp | 68.0%+6.1pp | 70.7%+3.4pp |
| Annual return | 23.06% | 22.44%+0.6pp | 38.78%-15.7pp | 27571.02%-27548.0pp |
| Employer contribution / active EE | $1,163 | $1,029+13.1% | $2,568-54.7% | $2,032-42.8% |
| Participant deferral / active EE | $4,017 | $1,838+118.5% | $3,537+13.6% | $3,224+24.6% |
| Admin fee / account holder | $4 | $103-96.3% | $4,561-99.9% | $110-96.5% |