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 35-0145825 | Recordkeeping | $18,429 |
MARKETING SERVICES1 year Service code 26 · EIN 99-9002026 | Advisory (Participants) | $16,370 |
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 | $37,910 | $99,957-62.1% | $149,696-74.7% | $73,488-48.4% |
| Participation rate | 95.0% | 75.7%+19.3pp | 82.5%+12.5pp | 70.7%+24.3pp |
| Annual return | 17.29% | 53.87%-36.6pp | 276.60%-259.3pp | 28.51%-11.2pp |
| Employer contribution / active EE | $1,475 | $3,191-53.8% | $4,644-68.2% | $2,270-35.0% |
| Participant deferral / active EE | $4,359 | $6,073-28.2% | $6,842-36.3% | $3,740+16.6% |
| Admin fee / account holder | $135 | $551-75.5% | $9,309-98.6% | $513-73.7% |