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 64 · EIN 04-2647786 | Recordkeeping Fees | $4,953 |
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).
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 | $16,461 | $39,122-57.9% | $57,179-71.2% | $62,891-73.8% |
| Participation rate | 81.9% | 70.5%+11.4pp | 75.3%+6.6pp | 69.3%+12.6pp |
| Annual return | 9.92% | 9.23%+0.7pp | 14.59%-4.7pp | 20.14%-10.2pp |
| Employer contribution / active EE | $129 | $1,874-93.1% | $2,682-95.2% | $2,281-94.4% |
| Participant deferral / active EE | $4,173 | $2,374+75.8% | $3,096+34.8% | $3,203+30.3% |
| Admin fee / account holder | $49 | $2,592-98.1% | $3,139-98.5% | $4,296-98.9% |