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 64 · EIN 71-0294708 | Recordkeeping Fees | $450 |
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 | $36,246 | $69,362-47.7% | $101,248-64.2% | $73,488-50.7% |
| Participation rate | 77.3% | 68.4%+8.9pp | 75.8%+1.5pp | 70.7%+6.6pp |
| Annual return | 17.79% | 18.46%-0.7pp | 46.47%-28.7pp | 28.51%-10.7pp |
| Employer contribution / active EE | $831 | $2,628-68.4% | $3,660-77.3% | $2,270-63.4% |
| Participant deferral / active EE | $2,569 | $3,300-22.1% | $4,370-41.2% | $3,740-31.3% |
| Admin fee / account holder | $13 | $704-98.2% | $5,945-99.8% | $513-97.5% |