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 |
|---|---|---|
EPSTEIN FINANCIAL SERVICES2 years Service code 99 · EIN 04-4026919 | Other Fees | $22,940 |
RPCSI2 years Service code 99 · EIN 35-2091834 | Other Fees | $6,117 |
MORNINGSTAR3 years Service code 27 | Advisory (Plan) | $1,219 |
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $24,066 | $35,485-32.2% | $74,550-67.7% | $55,725-56.8% |
| Participation rate | 92.0% | 62.5%+29.5pp | 69.1%+22.9pp | 70.9%+21.1pp |
| Annual return | -6.25% | 0.72%-7.0pp | 32.53%-38.8pp | 244.93%-251.2pp |
| Employer contribution / active EE | $627 | $777-19.4% | $1,961-68.0% | $2,078-69.8% |
| Participant deferral / active EE | $3,700 | $2,181+69.6% | $3,108+19.0% | $3,356+10.3% |
| Admin fee / account holder | $69 | $114-39.5% | $5,060-98.6% | $115-39.9% |