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 8-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 | $552 |
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).
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 | $23,319 | $111,608-79.1% | $177,821-86.9% | $73,409-68.2% |
| Participation rate | 91.3% | 87.9%+3.4pp | 87.7%+3.5pp | 72.2%+19.1pp |
| Annual return | 114.83% | 18.23%+96.6pp | 48.32%+66.5pp | 59.29%+55.5pp |
| Employer contribution / active EE | $2,172 | $3,796-42.8% | $5,918-63.3% | $2,234-2.8% |
| Participant deferral / active EE | $7,948 | $6,199+28.2% | $7,714+3.0% | $3,805+108.9% |
| Admin fee / account holder | $6 | $166-96.1% | $12,427-99.9% | $158-95.9% |