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 15 · EIN 01-0233346 | Recordkeeping | $955 |
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 | $26,205 | $58,577-55.3% | $83,333-68.6% | $64,186-59.2% |
| Participation rate | 78.4% | 72.0%+6.4pp | 77.8%+0.6pp | 69.6%+8.8pp |
| Annual return | 21.67% | 9.65%+12.0pp | 10.63%+11.0pp | 7.63%+14.0pp |
| Employer contribution / active EE | $6,638 | $2,098+216.4% | $3,379+96.5% | $2,381+178.8% |
| Participant deferral / active EE | $11,345 | $4,654+143.8% | $5,565+103.9% | $3,470+227.0% |
| Admin fee / account holder | $250 | $9,275-97.3% | $7,510-96.7% | $4,888-94.9% |