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 |
|---|---|---|
H BECK INC1 year Service code 27 · EIN 52-1321340 | Advisory (Plan) | $23,566 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $4,853 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $39,714 | $58,726-32.4% | $92,233-56.9% | $62,292-36.2% |
| Participation rate | 96.1% | 68.3%+27.8pp | 76.5%+19.6pp | 69.5%+26.6pp |
| Annual return | 17.10% | 43.62%-26.5pp | 176.28%-159.2pp | 28.90%-11.8pp |
| Employer contribution / active EE | $2,104 | $2,392-12.0% | $3,679-42.8% | $2,042+3.0% |
| Participant deferral / active EE | $3,084 | $2,766+11.5% | $3,897-20.9% | $3,169-2.7% |
| Admin fee / account holder | $224 | $556-59.8% | $5,194-95.7% | $479-53.3% |