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 |
|---|---|---|
TRUTINA FINANCIAL5+ years Service code 27 · EIN 47-0995939 | Advisory (Plan) | $39,087 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $30,977 |
Annual investment return 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,973 | $56,423-41.6% | $77,163-57.3% | $71,457-53.9% |
| Participation rate | 95.7% | 64.3%+31.4pp | 69.6%+26.1pp | 67.9%+27.8pp |
| Annual return | 12.33% | 19.05%-6.7pp | 37.87%-25.5pp | 28.85%-16.5pp |
| Employer contribution / active EE | $2,387 | $1,866+27.9% | $2,535-5.8% | $2,588-7.8% |
| Participant deferral / active EE | $4,017 | $3,142+27.9% | $3,833+4.8% | $4,289-6.3% |
| Admin fee / account holder | $266 | $1,429-81.4% | $5,472-95.1% | $1,587-83.2% |