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 52 · EIN 04-1590850 | Indirect Investment Fees | $12,440 |
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 | $35,529 | $88,324-59.8% | $115,037-69.1% | $55,191-35.6% |
| Participation rate | 89.0% | 72.5%+16.4pp | 81.4%+7.6pp | 69.2%+19.8pp |
| Annual return | 1.92% | 6.30%-4.4pp | 26.14%-24.2pp | 10.78%-8.9pp |
| Employer contribution / active EE | $1,717 | $2,805-38.8% | $4,608-62.7% | $1,899-9.6% |
| Participant deferral / active EE | $2,439 | $5,042-51.6% | $6,026-59.5% | $3,046-19.9% |
| Admin fee / account holder | $38 | $105-63.7% | $8,175-99.5% | $91-57.8% |