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 37 · EIN 04-2647786 | Loan Processing | $94,928 |
Filed as: ADVISORY CONSULTING GROUP, LLC Service code 27 · EIN 20-5926419 | Advisory (Plan) | $8,655 |
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 | $55,259 | $85,635-35.5% | $123,892-55.4% | $63,975-13.6% |
| Participation rate | 81.1% | 74.9%+6.2pp | 81.4%-0.3pp | 71.1%+10.0pp |
| Annual return | 36.90% | 15.74%+21.2pp | 47.52%-10.6pp | 48.65%-11.8pp |
| Employer contribution / active EE | $2,261 | $3,076-26.5% | $4,617-51.0% | $2,182+3.7% |
| Participant deferral / active EE | $10,428 | $5,667+84.0% | $5,984+74.3% | $3,356+210.7% |
| Admin fee / account holder | $70 | $75-6.5% | $8,357-99.2% | $70-0.6% |