See peer percentile detail. $4.99 for your first month.
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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 13 · EIN 42-0127290 | Contract Administrator | $28,754 |
HENSEN & HASLAM4 years Service code 27 | Advisory (Plan) | $14,138 |
HESEN & HASLAM4 years Service code 27 · EIN 46-4735958 | Advisory (Plan) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,014 | $93,571-74.3% | $135,903-82.3% | $75,163-68.1% |
| Participation rate | 92.6% | 75.2%+17.5pp | 81.9%+10.7pp | 67.2%+25.5pp |
| Annual return | 16.62% | 30.90%-14.3pp | 68.23%-51.6pp | 160.62%-144.0pp |
| Employer contribution / active EE | $2,162 | $3,537-38.9% | $4,856-55.5% | $2,670-19.0% |
| Participant deferral / active EE | $3,615 | $6,404-43.5% | $7,758-53.4% | $4,125-12.4% |
| Admin fee / account holder | $242 | $6,975-96.5% | $10,762-97.8% | $5,651-95.7% |