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 41-0417830 | Contract Administrator | $2,985 |
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 | $41,697 | $79,519-47.6% | $95,952-56.5% | $73,409-43.2% |
| Participation rate | 90.5% | 81.2%+9.3pp | 77.1%+13.4pp | 72.2%+18.3pp |
| Annual return | 21.44% | 19.20%+2.2pp | 91.61%-70.2pp | 59.29%-37.9pp |
| Employer contribution / active EE | $0 | $2,048-100.0% | $2,541-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $12,735 | $4,138+207.7% | $4,167+205.6% | $3,805+234.7% |
| Admin fee / account holder | $7 | $184-96.4% | $6,795-99.9% | $158-95.8% |