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 | $292,351 |
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 | $104,750 | $106,994-2.1% | $135,903-22.9% | $96,393+8.7% |
| Participation rate | 99.4% | 72.5%+26.9pp | 81.9%+17.5pp | 71.3%+28.2pp |
| Annual return | 21.51% | 26.64%-5.1pp | 68.23%-46.7pp | 22.88%-1.4pp |
| Employer contribution / active EE | $4,260 | $3,391+25.6% | $4,856-12.3% | $3,238+31.6% |
| Participant deferral / active EE | $13,988 | $7,968+75.6% | $7,758+80.3% | $5,455+156.4% |
| Admin fee / account holder | $13 | $79-83.3% | $10,762-99.9% | $74-82.1% |