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 9-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 27 · EIN 13-2638166 | Advisory (Plan) | $28,674 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,125 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $61,953 | $65,376-5.2% | $87,100-28.9% | $65,185-5.0% |
| Participation rate | 80.6% | 75.3%+5.2pp | 76.9%+3.7pp | 70.2%+10.4pp |
| Annual return | 21.74% | 31.27%-9.5pp | 28.19%-6.5pp | 29.38%-7.6pp |
| Employer contribution / active EE | $131 | $1,822-92.8% | $2,521-94.8% | $2,177-94.0% |
| Participant deferral / active EE | $3,251 | $3,388-4.0% | $4,049-19.7% | $3,514-7.5% |
| Admin fee / account holder | $125 | $520-75.9% | $7,497-98.3% | $847-85.2% |