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 | $200 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $56,802 | $55,453+2.4% | $170,442-66.7% | $62,292-8.8% |
| Participation rate | 49.6% | 66.4%-16.8pp | 83.6%-34.0pp | 69.5%-19.9pp |
| Annual return | 18.95% | 21.38%-2.4pp | 205.93%-187.0pp | 28.90%-10.0pp |
| Employer contribution / active EE | $708 | $2,164-67.3% | $5,433-87.0% | $2,042-65.3% |
| Participant deferral / active EE | $1,573 | $2,303-31.7% | $4,939-68.2% | $3,169-50.4% |
| Admin fee / account holder | $2 | $455-99.6% | $13,880-100.0% | $479-99.7% |