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 |
|---|---|---|
TMI CPA, P.C.1 year Service code 99 · EIN 47-2426908 150 MOTOR PARKWAY SUITE 401 · HAUPPAUGUE, NY 11788 | Other Fees | $14,549 |
Service code 99 · EIN 20-2089130 200 MOTOR PARKWAY SUITE A7 · HAUPPAUGUE, NY 11788 | Other Fees | $7,167 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $83,445 | $85,766-2.7% | $136,294-38.8% | $70,131+19.0% |
| Participation rate | 50.0% | 74.2%-24.2pp | 81.9%-31.9pp | 69.5%-19.5pp |
| Annual return | 14.76% | 31.45%-16.7pp | 5155.94%-5141.2pp | 73.14%-58.4pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,695-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,916 | $5,051-42.3% | $6,247-53.3% | $3,332-12.5% |
| Admin fee / account holder | $410 | $5,420-92.4% | $9,243-95.6% | $4,645-91.2% |