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 | $10,532 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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).
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 | $39,186 | $50,464-22.3% | $75,781-48.3% | $52,331-25.1% |
| Participation rate | 94.1% | 66.8%+27.3pp | 75.8%+18.3pp | 68.1%+26.0pp |
| Annual return | -0.13% | 1.03%-1.2pp | 9.68%-9.8pp | 4.54%-4.7pp |
| Employer contribution / active EE | $14 | $1,988-99.3% | $3,323-99.6% | $1,882-99.3% |
| Participant deferral / active EE | $2,282 | $2,570-11.2% | $3,651-37.5% | $3,022-24.5% |
| Admin fee / account holder | $51 | $1,103-95.3% | $5,299-99.0% | $592-91.3% |