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 | -$4,237 |
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 | $65,026 | $106,028-38.7% | $146,958-55.8% | $77,643-16.3% |
| Participation rate | 83.5% | 78.4%+5.2pp | 82.2%+1.4pp | 70.6%+12.9pp |
| Annual return | 21.24% | 56.73%-35.5pp | 418.34%-397.1pp | 31.24%-10.0pp |
| Employer contribution / active EE | $1,292 | $4,063-68.2% | $4,933-73.8% | $2,726-52.6% |
| Participant deferral / active EE | $4,461 | $7,990-44.2% | $8,070-44.7% | $4,647-4.0% |
| Admin fee / account holder | -$2 | $337-100.5% | $12,998-100.0% | $430-100.4% |