See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 9-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $144,402 |
PACK PRIVATE WEALTH, LLC3 years Service code 27 | Advisory (Plan) | $77,263 |
TSC 401K1 year Service code 49 · EIN 41-0955056 | Other Services | $0 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,736 | $47,126-22.0% | $149,673-75.5% | $74,419-50.6% |
| Participation rate | 52.0% | 63.4%-11.4pp | 78.8%-26.8pp | 70.7%-18.8pp |
| Annual return | 26.58% | 22.75%+3.8pp | 134.42%-107.8pp | 34.38%-7.8pp |
| Employer contribution / active EE | $1,787 | $1,905-6.2% | $4,818-62.9% | $2,637-32.2% |
| Participant deferral / active EE | $3,996 | $2,728+46.5% | $5,680-29.7% | $4,528-11.8% |
| Admin fee / account holder | $264 | $343-23.1% | $13,210-98.0% | $348-24.2% |