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 | -$92 |
Annual investment return 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,300 | $29,548-85.4% | $56,411-92.4% | $77,643-94.5% |
| Participation rate | 93.9% | 32.7%+61.2pp | 52.5%+41.4pp | 70.6%+23.3pp |
| Annual return | 9.74% | 19.01%-9.3pp | 1701.33%-1691.6pp | 31.24%-21.5pp |
| Employer contribution / active EE | $91 | $568-83.9% | $1,039-91.2% | $2,726-96.7% |
| Participant deferral / active EE | $658 | $1,061-38.0% | $1,952-66.3% | $4,647-85.8% |
| Admin fee / account holder | -$0 | $1,046-100.0% | $2,829-100.0% | $430-100.0% |