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 15 · EIN 48-1205033 | Recordkeeping | $50,869 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,301 | $65,908-57.1% | $81,812-65.4% | $77,643-63.5% |
| Participation rate | 71.2% | 65.8%+5.4pp | 72.3%-1.2pp | 70.6%+0.6pp |
| Annual return | 26.28% | 26.64%-0.4pp | 773.79%-747.5pp | 31.24%-5.0pp |
| Employer contribution / active EE | $1,798 | $2,370-24.1% | $2,912-38.2% | $2,726-34.0% |
| Participant deferral / active EE | $2,559 | $3,505-27.0% | $4,319-40.7% | $4,647-44.9% |
| Admin fee / account holder | $93 | $526-82.3% | $7,386-98.7% | $430-78.3% |