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 6-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 | -$1,079,021 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $47,123 | $106,994-56.0% | $135,903-65.3% | $96,393-51.1% |
| Participation rate | 67.6% | 72.5%-5.0pp | 81.9%-14.3pp | 71.3%-3.7pp |
| Annual return | 25.21% | 26.64%-1.4pp | 68.23%-43.0pp | 22.88%+2.3pp |
| Employer contribution / active EE | $2,528 | $3,391-25.5% | $4,856-48.0% | $3,238-22.0% |
| Participant deferral / active EE | $8,584 | $7,968+7.7% | $7,758+10.6% | $5,455+57.4% |
| Admin fee / account holder | -$59 | $79-175.2% | $10,762-100.6% | $74-180.4% |