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 | $1,750 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $92,993 | $79,449+17.0% | $189,557-50.9% | $85,850+8.3% |
| Participation rate | 65.9% | 66.0%-0.1pp | 78.4%-12.6pp | 69.3%-3.5pp |
| Annual return | 10.35% | 18.45%-8.1pp | 64.17%-53.8pp | 318.53%-308.2pp |
| Employer contribution / active EE | $1,159 | $2,081-44.3% | $4,412-73.7% | $2,565-54.8% |
| Participant deferral / active EE | $4,725 | $4,051+16.6% | $6,174-23.5% | $3,952+19.6% |
| Admin fee / account holder | $18 | $5,377-99.7% | $9,807-99.8% | $6,260-99.7% |