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 | $75 |
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 | $63,921 | $47,977+33.2% | $154,107-58.5% | $56,287+13.6% |
| Participation rate | 64.5% | 66.2%-1.7pp | 83.0%-18.5pp | 69.9%-5.3pp |
| Annual return | 16.87% | 3.54%+13.3pp | 735.12%-718.2pp | -9.96%+26.8pp |
| Employer contribution / active EE | $969 | $2,169-55.3% | $5,298-81.7% | $2,111-54.1% |
| Participant deferral / active EE | $2,120 | $2,392-11.4% | $5,081-58.3% | $3,350-36.7% |
| Admin fee / account holder | $1 | $438-99.7% | $13,411-100.0% | $521-99.8% |