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 | $3,840 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $55,090 | $71,192-22.6% | $117,854-53.3% | $62,292-11.6% |
| Participation rate | 76.3% | 74.2%+2.1pp | 79.7%-3.4pp | 69.5%+6.8pp |
| Annual return | 16.36% | 18.66%-2.3pp | 335.08%-318.7pp | 28.90%-12.5pp |
| Employer contribution / active EE | $1,551 | $1,934-19.8% | $3,786-59.0% | $2,042-24.0% |
| Participant deferral / active EE | $5,100 | $3,189+60.0% | $4,482+13.8% | $3,169+60.9% |
| Admin fee / account holder | $32 | $587-94.6% | $8,020-99.6% | $479-93.4% |