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 64 · EIN 39-6040276 | Recordkeeping Fees | $930 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,401 | $65,435-24.5% | $86,677-43.0% | $66,914-26.2% |
| Participation rate | 83.6% | 75.5%+8.1pp | 76.6%+7.0pp | 69.8%+13.8pp |
| Annual return | 4.87% | -10.89%+15.8pp | 35.91%-31.0pp | 1.58%+3.3pp |
| Employer contribution / active EE | $1,302 | $2,153-39.5% | $2,836-54.1% | $2,544-48.8% |
| Participant deferral / active EE | $5,091 | $4,100+24.2% | $4,656+9.3% | $4,237+20.2% |
| Admin fee / account holder | $15 | $642-97.7% | $7,493-99.8% | $593-97.5% |