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 |
|---|---|---|
THE VANGUARD GROUP, INC.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $13,404 |
MH CPA PLLC3+ years Filed as: CPA ASSOCIATES Service code 10 401 S. ROOSEVELT AVE · BURLINGTON, IA 52655 | Accounting | $10,824 |
UBS FINANCIAL SERVICES INC4+ years Filed as: UBS FINANCIAL SERVICES Service code 27 · EIN 13-2638166 | Advisory (Plan) | $8,917 |
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 | $22,376 | $32,865-31.9% | $75,826-70.5% | $56,287-60.2% |
| Participation rate | 82.7% | 53.0%+29.8pp | 68.2%+14.5pp | 69.9%+12.9pp |
| Annual return | -7.93% | -5.01%-2.9pp | 1914.15%-1922.1pp | -9.96%+2.0pp |
| Employer contribution / active EE | $735 | $891-17.5% | $1,913-61.6% | $2,111-65.2% |
| Participant deferral / active EE | $2,071 | $1,683+23.1% | $2,862-27.7% | $3,350-38.2% |
| Admin fee / account holder | $263 | $185+42.5% | $4,726-94.4% | $521-49.5% |