Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 |
|---|---|---|
Filed as: TRASATTI WEALTH PLANNING, LLC Service code 27 · EIN 41-2230813 | Advisory (Plan) | $19,535 |
SCP RS BUYER CORP1 year Service code 15 · EIN 92-2862166 | Recordkeeping | $18,127 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,127 | $101,499-75.2% | $147,005-82.9% | $74,546-66.3% |
| Participation rate | 83.5% | 75.5%+7.9pp | 82.2%+1.3pp | 67.2%+16.3pp |
| Annual return | 38.71% | 8732.34%-8693.6pp | 418.76%-380.1pp | 1366.03%-1327.3pp |
| Employer contribution / active EE | $1,842 | $3,811-51.7% | $4,934-62.7% | $2,624-29.8% |
| Participant deferral / active EE | $5,940 | $7,304-18.7% | $8,070-26.4% | $4,347+36.6% |
| Admin fee / account holder | $214 | $1,748-87.8% | $13,006-98.4% | $1,944-89.0% |