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 27 · EIN 33-0804608 | Advisory (Plan) | $20,485 |
Service code 37 · EIN 04-2647786 | Loan Processing | $19,338 |
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 | $33,682 | $71,192-52.7% | $117,854-71.4% | $62,292-45.9% |
| Participation rate | 83.6% | 74.2%+9.4pp | 79.7%+3.9pp | 69.5%+14.1pp |
| Annual return | 16.30% | 18.66%-2.4pp | 335.08%-318.8pp | 28.90%-12.6pp |
| Employer contribution / active EE | $1,304 | $1,934-32.6% | $3,786-65.6% | $2,042-36.2% |
| Participant deferral / active EE | $3,967 | $3,189+24.4% | $4,482-11.5% | $3,169+25.2% |
| Admin fee / account holder | $207 | $587-64.7% | $8,020-97.4% | $479-56.7% |