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 15 · EIN 30-0219031 | Recordkeeping | -$26,737 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,692 | $76,050+0.8% | $96,544-20.6% | $71,457+7.3% |
| Participation rate | 100.0% | 74.4%+25.6pp | 76.0%+24.0pp | 67.9%+32.1pp |
| Annual return | 18.48% | 22.81%-4.3pp | 25.84%-7.4pp | 28.85%-10.4pp |
| Employer contribution / active EE | $3,286 | $2,244+46.4% | $2,965+10.8% | $2,588+27.0% |
| Participant deferral / active EE | $5,522 | $4,215+31.0% | $4,851+13.8% | $4,289+28.7% |
| Admin fee / account holder | $139 | $2,707-94.9% | $8,252-98.3% | $1,587-91.3% |