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 |
|---|---|---|
MUKAI, GREENLEE & COMPANY PC2+ years Service code 10 · EIN 86-0695371 | Accounting | $12,434 |
AMERICAN FUNDS2+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $7,912 |
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 | $59,304 | $74,024-19.9% | $77,999-24.0% | $57,658+2.9% |
| Participation rate | 92.4% | 79.7%+12.6pp | 75.5%+16.9pp | 70.2%+22.1pp |
| Annual return | 8.01% | 12.14%-4.1pp | 425.96%-418.0pp | 5.13%+2.9pp |
| Employer contribution / active EE | $1,115 | $2,365-52.9% | $2,470-54.9% | $1,974-43.5% |
| Participant deferral / active EE | $3,567 | $3,533+0.9% | $3,497+2.0% | $3,061+16.5% |
| Admin fee / account holder | $59 | $93-36.8% | $5,480-98.9% | $95-37.7% |