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 | $8,442 |
CHRIS T. BENNETT, CPA5 years Service code 10 · EIN 53-2505097 | Accounting | $7,000 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,266 | $69,848-19.4% | $115,756-51.4% | $66,914-15.9% |
| Participation rate | 85.5% | 70.6%+14.9pp | 77.1%+8.4pp | 69.8%+15.7pp |
| Annual return | -16.21% | 969.66%-985.9pp | 143.14%-159.3pp | 1.58%-17.8pp |
| Employer contribution / active EE | $815 | $2,613-68.8% | $3,793-78.5% | $2,544-68.0% |
| Participant deferral / active EE | $4,737 | $4,274+10.8% | $6,254-24.3% | $4,237+11.8% |
| Admin fee / account holder | $90 | $337-73.2% | $8,124-98.9% | $593-84.8% |