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 60 · EIN 04-2647786 | Sub-TA Fees | $37,210 |
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 | $14,767 | $37,196-60.3% | $154,107-90.4% | $55,725-73.5% |
| Participation rate | 79.6% | 64.1%+15.5pp | 83.0%-3.4pp | 70.9%+8.8pp |
| Annual return | 13.48% | 1319.68%-1306.2pp | 735.12%-721.6pp | 244.93%-231.5pp |
| Employer contribution / active EE | $1,104 | $1,614-31.6% | $5,298-79.2% | $2,078-46.9% |
| Participant deferral / active EE | $2,431 | $2,068+17.6% | $5,081-52.1% | $3,356-27.5% |
| Admin fee / account holder | $75 | $102-26.6% | $13,411-99.4% | $115-35.3% |