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) | $3,259 |
Annual investment return 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 | $40,938 | $69,362-41.0% | $101,248-59.6% | $73,488-44.3% |
| Participation rate | 83.0% | 68.4%+14.6pp | 75.8%+7.2pp | 70.7%+12.3pp |
| Annual return | 6.89% | 18.46%-11.6pp | 46.47%-39.6pp | 28.51%-21.6pp |
| Employer contribution / active EE | $866 | $2,628-67.0% | $3,660-76.3% | $2,270-61.8% |
| Participant deferral / active EE | $2,182 | $3,300-33.9% | $4,370-50.1% | $3,740-41.6% |
| Admin fee / account holder | $46 | $704-93.5% | $5,945-99.2% | $513-91.1% |