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 26 · EIN 71-0294708 | Advisory (Participants) | $61,620 |
Filed as: FUTURE PLANNING ASSOCIATES, INC. Service code 99 · EIN 03-0271340 | Other Fees | $5,792 |
Filed as: TRG RETIREMENT PLAN CONSULTANTS Service code 99 · EIN 55-5000555 | Other Fees | $2,893 |
MORNINGSTAR4 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $1,451 |
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 | $49,047 | $47,126+4.1% | $149,673-67.2% | $74,419-34.1% |
| Participation rate | 86.7% | 63.4%+23.3pp | 78.8%+7.9pp | 70.7%+15.9pp |
| Annual return | 19.83% | 22.75%-2.9pp | 134.42%-114.6pp | 34.38%-14.6pp |
| Employer contribution / active EE | $4,403 | $1,905+131.1% | $4,818-8.6% | $2,637+67.0% |
| Participant deferral / active EE | $3,924 | $2,728+43.9% | $5,680-30.9% | $4,528-13.3% |
| Admin fee / account holder | $81 | $343-76.3% | $13,210-99.4% | $348-76.7% |