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 60 · EIN 04-2647786 | Sub-TA Fees | $150 |
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 | $67,439 | $59,186+13.9% | $76,768-12.2% | $56,287+19.8% |
| Participation rate | 85.3% | 75.2%+10.1pp | 77.0%+8.3pp | 69.9%+15.5pp |
| Annual return | -6.70% | 6.62%-13.3pp | 2.43%-9.1pp | -9.96%+3.3pp |
| Employer contribution / active EE | $2,109 | $1,759+19.9% | $2,485-15.1% | $2,111-0.1% |
| Participant deferral / active EE | $8,377 | $3,255+157.4% | $3,852+117.5% | $3,350+150.1% |
| Admin fee / account holder | $1 | $489-99.9% | $6,675-100.0% | $521-99.9% |