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.
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
See 1 reportable transaction. $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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $38,365 | $70,002-45.2% | $115,037-66.7% | $52,331-26.7% |
| Participation rate | 76.5% | 72.1%+4.4pp | 81.4%-4.9pp | 68.1%+8.4pp |
| Annual return | -0.41% | 4.04%-4.5pp | 26.14%-26.6pp | 4.54%-5.0pp |
| Employer contribution / active EE | $1,218 | $2,715-55.1% | $4,608-73.6% | $1,882-35.3% |
| Participant deferral / active EE | $5,438 | $4,920+10.5% | $6,026-9.8% | $3,022+79.9% |
| Admin fee / account holder | $358 | $566-36.7% | $8,175-95.6% | $592-39.5% |