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 | $5,608 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,597 | $104,631-63.1% | $98,439-60.8% | $80,160-51.8% |
| Participation rate | 94.0% | 87.5%+6.5pp | 75.2%+18.9pp | 72.9%+21.1pp |
| Annual return | 31.91% | 34.72%-2.8pp | 21.16%+10.7pp | 40.38%-8.5pp |
| Employer contribution / active EE | $2,260 | $4,517-50.0% | $3,048-25.8% | $2,978-24.1% |
| Participant deferral / active EE | $4,283 | $6,545-34.6% | $4,738-9.6% | $5,017-14.6% |
| Admin fee / account holder | $5 | $105-95.4% | $8,948-99.9% | $145-96.7% |