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 |
|---|---|---|
DUNCASTER, INC.1 year Service code 99 · EIN 22-2000222 | Other Fees | $8,670 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $8,126 |
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 | $42,820 | $47,126-9.1% | $149,673-71.4% | $74,419-42.5% |
| Participation rate | 95.9% | 63.4%+32.6pp | 78.8%+17.2pp | 70.7%+25.2pp |
| Annual return | 17.34% | 22.75%-5.4pp | 134.42%-117.1pp | 34.38%-17.0pp |
| Employer contribution / active EE | $1,599 | $1,905-16.1% | $4,818-66.8% | $2,637-39.4% |
| Participant deferral / active EE | $2,763 | $2,728+1.3% | $5,680-51.4% | $4,528-39.0% |
| Admin fee / account holder | $49 | $343-85.6% | $13,210-99.6% | $348-85.8% |