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 |
|---|---|---|
HILL FOGG & ASSOCIATES, PC3+ years Service code 10 · EIN 63-0857231 | Accounting | $20,101 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 16 · EIN 35-2552359 | Consulting | $15,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$47,313 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
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 | $96,097 | $155,795-38.3% | $136,294-29.5% | $69,631+38.0% |
| Participation rate | 86.5% | 75.2%+11.3pp | 81.9%+4.6pp | 70.7%+15.8pp |
| Annual return | 17.16% | 232464.33%-232447.2pp | 5155.94%-5138.8pp | 27571.02%-27553.9pp |
| Employer contribution / active EE | $4,735 | $2,991+58.3% | $4,695+0.8% | $2,032+133.0% |
| Participant deferral / active EE | $6,355 | $5,394+17.8% | $6,247+1.7% | $3,224+97.1% |
| Admin fee / account holder | -$19 | $128-114.9% | $9,243-100.2% | $110-117.3% |