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 | $7,988 |
CHRIS T. BENNETT, CPA6 years Service code 10 · EIN 53-2505097 | Accounting | $7,500 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $55,876 | $80,138-30.3% | $130,231-57.1% | $71,457-21.8% |
| Participation rate | 79.4% | 71.0%+8.3pp | 76.3%+3.1pp | 67.9%+11.4pp |
| Annual return | 16.74% | 16.81%-0.1pp | 38.77%-22.0pp | 28.85%-12.1pp |
| Employer contribution / active EE | $668 | $2,834-76.4% | $4,126-83.8% | $2,588-74.2% |
| Participant deferral / active EE | $4,553 | $4,641-1.9% | $6,799-33.0% | $4,289+6.2% |
| Admin fee / account holder | $76 | $1,035-92.6% | $6,020-98.7% | $1,587-95.2% |