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 | -$124 |
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 | $7,543 | $26,549-71.6% | $61,373-87.7% | $66,914-88.7% |
| Participation rate | 78.7% | 38.1%+40.6pp | 52.6%+26.1pp | 69.8%+8.9pp |
| Annual return | -14.13% | -16.21%+2.1pp | 338.61%-352.7pp | 1.58%-15.7pp |
| Employer contribution / active EE | $0 | $651-100.0% | $1,159-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $953 | $1,338-28.8% | $2,125-55.1% | $4,237-77.5% |
| Admin fee / account holder | $19 | $409-95.4% | $2,130-99.1% | $593-96.9% |