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 26 · EIN 71-0297408 | Advisory (Participants) | $3,061 |
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 | $49,882 | $57,354-13.0% | $83,848-40.5% | $64,186-22.3% |
| Participation rate | 70.2% | 68.6%+1.6pp | 76.1%-5.9pp | 69.6%+0.7pp |
| Annual return | -6.07% | 11.38%-17.4pp | 850.88%-856.9pp | 7.63%-13.7pp |
| Employer contribution / active EE | $1,002 | $2,545-60.6% | $3,631-72.4% | $2,381-57.9% |
| Participant deferral / active EE | $2,369 | $2,993-20.8% | $4,082-42.0% | $3,470-31.7% |
| Admin fee / account holder | $69 | $4,046-98.3% | $5,478-98.7% | $4,888-98.6% |