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 | $50 |
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 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 | $58,548 | $48,576+20.5% | $169,463-65.5% | $56,287+4.0% |
| Participation rate | 54.9% | 65.8%-10.9pp | 77.8%-22.9pp | 69.9%-14.9pp |
| Annual return | -1.94% | -2.51%+0.6pp | 1.83%-3.8pp | -9.96%+8.0pp |
| Employer contribution / active EE | $761 | $1,559-51.2% | $4,159-81.7% | $2,111-64.0% |
| Participant deferral / active EE | $2,533 | $3,275-22.7% | $5,277-52.0% | $3,350-24.4% |
| Admin fee / account holder | $0 | $435-99.9% | $9,109-100.0% | $521-99.9% |