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 | -$148 |
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 | $8,765 | $27,839-68.5% | $58,482-85.0% | $71,457-87.7% |
| Participation rate | 76.4% | 34.5%+41.9pp | 50.9%+25.6pp | 67.9%+8.5pp |
| Annual return | 16.97% | 26.81%-9.8pp | 4239.32%-4222.4pp | 28.85%-11.9pp |
| Employer contribution / active EE | $115 | $631-81.8% | $1,053-89.1% | $2,588-95.6% |
| Participant deferral / active EE | $865 | $1,206-28.3% | $1,924-55.0% | $4,289-79.8% |
| Admin fee / account holder | $9 | $1,641-99.5% | $2,516-99.7% | $1,587-99.5% |