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 |
|---|---|---|
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,127 | $101,317-75.2% | $146,958-82.9% | $74,495-66.3% |
| Participation rate | 83.5% | 75.5%+7.9pp | 82.2%+1.3pp | 67.2%+16.3pp |
| Annual return | 38.71% | 8730.91%-8692.2pp | 418.34%-379.6pp | 1364.94%-1326.2pp |
| Employer contribution / active EE | $1,842 | $3,810-51.7% | $4,933-62.7% | $2,623-29.8% |
| Participant deferral / active EE | $5,940 | $7,303-18.7% | $8,070-26.4% | $4,346+36.7% |
| Admin fee / account holder | $214 | $1,739-87.7% | $12,998-98.4% | $1,942-89.0% |