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 | $465,543 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $86,329 | $90,195-4.3% | $125,339-31.1% | $89,394-3.4% |
| Participation rate | 100.0% | 72.4%+27.6pp | 82.4%+17.6pp | 71.3%+28.7pp |
| Annual return | -19.00% | -6.51%-12.5pp | 572.05%-591.1pp | -11.89%-7.1pp |
| Employer contribution / active EE | $4,315 | $3,043+41.8% | $4,814-10.4% | $3,022+42.8% |
| Participant deferral / active EE | $13,230 | $7,170+84.5% | $7,446+77.7% | $5,123+158.2% |
| Admin fee / account holder | $23 | $69-67.0% | $10,010-99.8% | $79-71.2% |