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 42-0127290 | Contract Administrator | $194,922 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $64,396 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $42,422 | $176,491-76.0% | $95,952-55.8% | $90,288-53.0% |
| Participation rate | 93.2% | 86.6%+6.6pp | 77.1%+16.1pp | 73.4%+19.8pp |
| Annual return | 84.85% | 20.14%+64.7pp | 91.61%-6.8pp | 53.97%+30.9pp |
| Employer contribution / active EE | $3,465 | $2,789+24.3% | $2,541+36.4% | $2,524+37.3% |
| Participant deferral / active EE | $5,903 | $5,340+10.5% | $4,167+41.7% | $4,232+39.5% |
| Admin fee / account holder | $152 | $154-1.6% | $6,795-97.8% | $114+32.9% |