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 |
|---|---|---|
CHRIS T. BENNETT, CPA4 years Service code 10 · EIN 53-2505097 | Accounting | $12,000 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $9,311 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $59,591 | $82,130-27.4% | $453,369-86.9% | $79,386-24.9% |
| Participation rate | 96.6% | 73.4%+23.2pp | 78.0%+18.6pp | 70.7%+25.9pp |
| Annual return | 13.12% | 345.31%-332.2pp | 64.40%-51.3pp | 116.85%-103.7pp |
| Employer contribution / active EE | $793 | $2,659-70.2% | $4,070-80.5% | $2,427-67.3% |
| Participant deferral / active EE | $4,494 | $4,314+4.2% | $6,209-27.6% | $4,046+11.1% |
| Admin fee / account holder | $113 | $531-78.7% | $11,209-99.0% | $626-81.9% |