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 | $10,657 |
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 | $117,185 | $86,655+35.2% | $119,609-2.0% | $66,914+75.1% |
| Participation rate | 70.7% | 75.6%-4.8pp | 79.3%-8.5pp | 69.8%+0.9pp |
| Annual return | -16.47% | -8.00%-8.5pp | -14.97%-1.5pp | 1.58%-18.1pp |
| Employer contribution / active EE | $1,914 | $2,536-24.5% | $4,232-54.8% | $2,544-24.8% |
| Participant deferral / active EE | $4,936 | $4,358+13.3% | $5,602-11.9% | $4,237+16.5% |
| Admin fee / account holder | $98 | $755-87.0% | $10,323-99.1% | $593-83.5% |