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 |
|---|---|---|
AT RETIREMENT SERVICES, LLC4 years Service code 12 · EIN 83-3455979 | Custodial (other than securities); Pa... | $13,077 |
EBNER FINANCIAL8 years Service code 26 4220 APEX HIGHWAY · DURHAM, NC 27713 | Advisory (Participants) | $11,178 |
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 | $8,281 | $117,841-93.0% | $102,423-91.9% | $145,922-94.3% |
| Participation rate | 75.0% | 78.6%-3.6pp | 76.5%-1.5pp | 80.3%-5.3pp |
| Annual return | 13.53% | 31.65%-18.1pp | 29.32%-15.8pp | 561.29%-547.8pp |
| Employer contribution / active EE | $991 | $3,615-72.6% | $3,023-67.2% | $4,660-78.7% |
| Participant deferral / active EE | $2,400 | $5,731-58.1% | $5,053-52.5% | $6,688-64.1% |
| Admin fee / account holder | $233 | $13,326-98.2% | $9,451-97.5% | $13,397-98.3% |