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 55 · EIN 06-1375177 | Other Commissions | $36,603 |
Filed as: TAX SHELETERED COMPENSATION, INC. Service code 49 | Other Services | $10,039 |
Service code 49 · EIN 41-0955056 | Other Services | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $36,358 | $46,292-21.5% | $143,757-74.7% | $64,808-43.9% |
| Participation rate | 90.3% | 64.2%+26.0pp | 80.3%+9.9pp | 71.5%+18.8pp |
| Annual return | -16.49% | -10.05%-6.4pp | -0.04%-16.5pp | 32.82%-49.3pp |
| Employer contribution / active EE | $2,333 | $1,910+22.2% | $4,951-52.9% | $2,506-6.9% |
| Participant deferral / active EE | $5,389 | $2,646+103.7% | $5,637-4.4% | $4,310+25.0% |
| Admin fee / account holder | $313 | $154+103.7% | $14,673-97.9% | $188+66.8% |