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 | $2,786 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $69,410 | $99,078-29.9% | $96,544-28.1% | $74,419-6.7% |
| Participation rate | 92.6% | 80.7%+11.9pp | 76.0%+16.6pp | 70.7%+21.8pp |
| Annual return | 24.23% | 22.48%+1.7pp | 25.84%-1.6pp | 34.38%-10.1pp |
| Employer contribution / active EE | $0 | $2,570-100.0% | $2,965-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $16,014 | $4,933+224.6% | $4,851+230.1% | $4,528+253.7% |
| Admin fee / account holder | $18 | $225-91.9% | $8,252-99.8% | $348-94.8% |