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 04-1590850 | Recordkeeping | $2,020 |
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 | $18,077 | $38,365-52.9% | $84,611-78.6% | $65,185-72.3% |
| Participation rate | 74.2% | 55.7%+18.5pp | 68.2%+5.9pp | 70.2%+4.0pp |
| Annual return | 20.90% | 32.00%-11.1pp | 258.74%-237.8pp | 29.38%-8.5pp |
| Employer contribution / active EE | $506 | $1,258-59.8% | $2,652-80.9% | $2,177-76.7% |
| Participant deferral / active EE | $1,862 | $2,278-18.3% | $3,899-52.2% | $3,514-47.0% |
| Admin fee / account holder | $16 | $451-96.5% | $4,912-99.7% | $847-98.2% |