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 | $125 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $13,311 | $155,795-91.5% | $136,294-90.2% | $69,631-80.9% |
| Participation rate | 93.4% | 75.2%+18.1pp | 81.9%+11.5pp | 70.7%+22.7pp |
| Annual return | 27.30% | 232464.33%-232437.0pp | 5155.94%-5128.6pp | 27571.02%-27543.7pp |
| Employer contribution / active EE | $0 | $2,991-100.0% | $4,695-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $4,409 | $5,394-18.3% | $6,247-29.4% | $3,224+36.8% |
| Admin fee / account holder | $6 | $128-95.0% | $9,243-99.9% | $110-94.2% |