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 |
|---|---|---|
EBNER FINANCIAL7 years Service code 26 4220 APEX HIGHWAY · DURHAM, NC 27713 | Advisory (Participants) | $13,416 |
AT RETIREMENT SERVICES, LLC3 years Service code 12 · EIN 83-3455979 | Participant loan processing; Recordke... | $11,939 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,095 | $110,257-92.7% | $96,544-91.6% | $139,434-94.2% |
| Participation rate | 71.4% | 78.1%-6.7pp | 76.0%-4.5pp | 80.3%-8.9pp |
| Annual return | 4.43% | 26.32%-21.9pp | 25.84%-21.4pp | 372.94%-368.5pp |
| Employer contribution / active EE | $1,319 | $3,620-63.6% | $2,965-55.5% | $4,751-72.2% |
| Participant deferral / active EE | $3,126 | $5,548-43.6% | $4,851-35.6% | $6,710-53.4% |
| Admin fee / account holder | $215 | $11,591-98.1% | $8,252-97.4% | $11,403-98.1% |