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 27 · EIN 59-3331424 | Advisory (Plan) | $13,599 |
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 | $24,154 | $35,485-31.9% | $74,550-67.6% | $55,725-56.7% |
| Participation rate | 87.7% | 62.5%+25.2pp | 69.1%+18.6pp | 70.9%+16.8pp |
| Annual return | 24.80% | 0.72%+24.1pp | 32.53%-7.7pp | 244.93%-220.1pp |
| Employer contribution / active EE | $0 | $777-100.0% | $1,961-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $9,151 | $2,181+319.6% | $3,108+194.4% | $3,356+172.7% |
| Admin fee / account holder | $49 | $114-57.6% | $5,060-99.0% | $115-57.9% |