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 | $18,517 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,850 | $86,655-34.4% | $119,609-52.5% | $66,914-15.0% |
| Participation rate | 63.8% | 75.6%-11.7pp | 79.3%-15.4pp | 69.8%-6.0pp |
| Annual return | -16.91% | -8.00%-8.9pp | -14.97%-1.9pp | 1.58%-18.5pp |
| Employer contribution / active EE | $2,104 | $2,536-17.0% | $4,232-50.3% | $2,544-17.3% |
| Participant deferral / active EE | $4,810 | $4,358+10.4% | $5,602-14.1% | $4,237+13.5% |
| Admin fee / account holder | $161 | $755-78.7% | $10,323-98.4% | $593-72.9% |