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 | $5,338 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $51,981 | $72,770-28.6% | $67,652-23.2% | $55,191-5.8% |
| Participation rate | 42.2% | 78.8%-36.6pp | 75.7%-33.4pp | 69.2%-26.9pp |
| Annual return | 0.39% | -3.26%+3.7pp | 6625.04%-6624.7pp | 10.78%-10.4pp |
| Employer contribution / active EE | $717 | $1,769-59.5% | $2,266-68.3% | $1,899-62.2% |
| Participant deferral / active EE | $1,484 | $3,408-56.5% | $3,560-58.3% | $3,046-51.3% |
| Admin fee / account holder | $16 | $79-79.2% | $4,821-99.7% | $91-81.9% |