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 |
|---|---|---|
COMMONWEALTH FINANCIAL NETWORK5+ years Service code 61 · EIN 04-2675571 | Finders' fees / placement fees | $5,663 |
PLANTECH, LLP2 years Service code 15 · EIN 73-1386027 | Recordkeeping | $1,992 |
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $454 |
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 | $56,179 | $50,666+10.9% | $76,817-26.9% | $65,185-13.8% |
| Participation rate | 90.1% | 68.8%+21.3pp | 72.1%+18.0pp | 70.2%+19.9pp |
| Annual return | 21.67% | 28.51%-6.8pp | 1166.11%-1144.4pp | 29.38%-7.7pp |
| Employer contribution / active EE | $1,403 | $1,575-10.9% | $2,302-39.0% | $2,177-35.5% |
| Participant deferral / active EE | $3,334 | $2,647+26.0% | $3,336-0.1% | $3,514-5.1% |
| Admin fee / account holder | $76 | $463-83.5% | $6,420-98.8% | $847-91.0% |