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 | $175 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,822 | $31,679-87.9% | $74,701-94.9% | $65,185-94.1% |
| Participation rate | 83.6% | 40.4%+43.3pp | 54.5%+29.1pp | 70.2%+13.4pp |
| Annual return | 22.49% | 39.04%-16.6pp | 752.92%-730.4pp | 29.38%-6.9pp |
| Employer contribution / active EE | $14 | $566-97.6% | $1,084-98.7% | $2,177-99.4% |
| Participant deferral / active EE | $738 | $1,191-38.0% | $1,964-62.4% | $3,514-79.0% |
| Admin fee / account holder | $1 | $379-99.8% | $3,333-100.0% | $847-99.9% |