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 9-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 13 · EIN 42-0127290 | Contract Administrator | $199,614 |
PACK PRIVATE WEALTH, LLC4 years Service code 27 | Advisory (Plan) | $112,533 |
TSC 401K2 years Service code 13 · EIN 41-0955056 | Contract Administrator | $350 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,646 | $53,136-42.3% | $155,509-80.3% | $199,593-84.6% |
| Participation rate | 19.9% | 64.1%-44.2pp | 78.2%-58.3pp | 72.0%-52.1pp |
| Annual return | 33.46% | 41.15%-7.7pp | 64.67%-31.2pp | 34.25%-0.8pp |
| Employer contribution / active EE | $504 | $1,851-72.8% | $4,672-89.2% | $3,034-83.4% |
| Participant deferral / active EE | $1,084 | $3,161-65.7% | $5,626-80.7% | $5,087-78.7% |
| Admin fee / account holder | $221 | $185+19.2% | $15,912-98.6% | $269-17.8% |