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 | $4,844 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $60,359 | $51,466+17.3% | $78,778-23.4% | $62,292-3.1% |
| Participation rate | 55.2% | 59.8%-4.6pp | 69.2%-14.0pp | 69.5%-14.3pp |
| Annual return | 19.51% | 19.96%-0.4pp | 35.62%-16.1pp | 28.90%-9.4pp |
| Employer contribution / active EE | $695 | $827-15.9% | $1,986-65.0% | $2,042-65.9% |
| Participant deferral / active EE | $2,265 | $2,147+5.5% | $2,958-23.5% | $3,169-28.5% |
| Admin fee / account holder | $63 | $489-87.1% | $5,134-98.8% | $479-86.9% |