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 13 · EIN 42-0127290 | Contract Administrator | $43,784 |
PEACHCAP TAX & ADVISORY, LLC1 year Service code 27 · EIN 45-3004703 | Advisory (Plan) | $17,376 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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).
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 | $7,138 | $67,512-89.4% | $185,823-96.2% | $93,030-92.3% |
| Participation rate | 92.4% | 67.1%+25.3pp | 81.7%+10.7pp | 73.9%+18.5pp |
| Annual return | 62.57% | 21.04%+41.5pp | 122.05%-59.5pp | 158.70%-96.1pp |
| Employer contribution / active EE | $1,298 | $1,783-27.2% | $5,167-74.9% | $2,706-52.0% |
| Participant deferral / active EE | $2,223 | $3,035-26.8% | $5,568-60.1% | $4,562-51.3% |
| Admin fee / account holder | $38 | $318-88.1% | $16,237-99.8% | $152-75.2% |