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) | $29,309 |
Service code 37 · EIN 04-2647786 | Loan Processing | $27,770 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $33,094 | $69,159-52.1% | $125,175-73.6% | $67,579-51.0% |
| Participation rate | 86.5% | 78.2%+8.3pp | 79.8%+6.8pp | 71.3%+15.3pp |
| Annual return | 21.86% | 27.12%-5.3pp | 43.79%-21.9pp | 378.56%-356.7pp |
| Employer contribution / active EE | $0 | $2,023-100.0% | $3,865-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $4,021 | $3,700+8.7% | $4,937-18.5% | $3,539+13.6% |
| Admin fee / account holder | $212 | $142+49.7% | $9,702-97.8% | $142+49.1% |