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 | $434,682 |
Form 5500 reported that benefits due were not provided when due.
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 | $93,808 | $97,018-3.3% | $149,696-37.3% | $106,222-11.7% |
| Participation rate | 99.6% | 67.0%+32.6pp | 82.5%+17.1pp | 70.8%+28.8pp |
| Annual return | 19.28% | 24.13%-4.9pp | 276.60%-257.3pp | 21.69%-2.4pp |
| Employer contribution / active EE | $2,763 | $2,520+9.7% | $4,644-40.5% | $2,723+1.5% |
| Participant deferral / active EE | $11,458 | $5,988+91.4% | $6,842+67.5% | $4,600+149.1% |
| Admin fee / account holder | $26 | $72-63.5% | $9,309-99.7% | $78-66.5% |