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 |
|---|---|---|
MORNINGSTAR1 year Service code 27 · EIN 71-0294708 | Advisory (Plan) | $1,229 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $64,566 | $89,355-27.7% | $141,162-54.3% | $72,985-11.5% |
| Participation rate | 83.2% | 75.1%+8.0pp | 82.5%+0.7pp | 69.5%+13.7pp |
| Annual return | 24.46% | 111.85%-87.4pp | 71.39%-46.9pp | 81.00%-56.5pp |
| Employer contribution / active EE | $1,938 | $3,114-37.8% | $4,735-59.1% | $2,440-20.6% |
| Participant deferral / active EE | $3,610 | $5,418-33.4% | $6,709-46.2% | $3,607+0.1% |
| Admin fee / account holder | $41 | $5,958-99.3% | $10,261-99.6% | $5,124-99.2% |