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 |
|---|---|---|
MORNINGSTAR3+ years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $6,356 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $104,890 | $80,753+29.9% | $136,294-23.0% | $62,292+68.4% |
| Participation rate | 59.5% | 73.5%-14.0pp | 81.9%-22.4pp | 69.5%-10.0pp |
| Annual return | 15.51% | 35.83%-20.3pp | 5155.94%-5140.4pp | 28.90%-13.4pp |
| Employer contribution / active EE | $0 | $2,884-100.0% | $4,695-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $7,010 | $5,164+35.7% | $6,247+12.2% | $3,169+121.2% |
| Admin fee / account holder | $22 | $525-95.8% | $9,243-99.8% | $479-95.4% |