See peer percentile detail. $4.99 for your first month.
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Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $22,312 |
SAGEPOINT FINANCIAL INC5+ years Service code 27 · EIN 20-1741754 | Advisory (Plan) | $15,000 |
MORNINGSTAR5+ years Service code 26 22 WEST WASHINGTON STREET · CHICAGO, IL 60602 | Advisory (Participants) | $6,839 |
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 | $104,208 | $89,652+16.2% | $141,162-26.2% | $65,185+59.9% |
| Participation rate | 96.0% | 74.7%+21.2pp | 82.5%+13.5pp | 70.2%+25.8pp |
| Annual return | 24.34% | 32.79%-8.5pp | 71.39%-47.0pp | 29.38%-5.0pp |
| Employer contribution / active EE | $3,285 | $3,065+7.2% | $4,735-30.6% | $2,177+50.9% |
| Participant deferral / active EE | $8,046 | $5,691+41.4% | $6,709+19.9% | $3,514+129.0% |
| Admin fee / account holder | $131 | $569-76.9% | $10,261-98.7% | $847-84.5% |