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 |
|---|---|---|
Service code 15 · EIN 84-0467907 | Recordkeeping | $56,082 |
Service code 27 4340 REDWOOD HWY SUITE B60 · SAN RAFAEL, CA 94903 | Advisory (Plan) | $36,983 |
EMPLOYEE BENEFITS GROUP, LLC5+ years Service code 13 · EIN 73-1554797 | Contract Administrator | $24,964 |
KESTRA INVESTMENT SERVICES LLC4+ years Filed as: KESTRA INVESTMENT SERVICES, LLC Service code 49 · EIN 74-2794194 | Other Services | $17,630 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 E. ORCHARD RD. · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,705 |
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 | $32,271 | $40,113-19.5% | $84,015-61.6% | $77,787-58.5% |
| Participation rate | 83.7% | 62.8%+20.9pp | 69.0%+14.7pp | 73.2%+10.5pp |
| Annual return | 22.61% | 23.27%-0.7pp | 71.31%-48.7pp | 32.57%-10.0pp |
| Employer contribution / active EE | $452 | $847-46.7% | $1,983-77.2% | $2,504-82.0% |
| Participant deferral / active EE | $2,328 | $2,030+14.7% | $3,239-28.1% | $3,967-41.3% |
| Admin fee / account holder | $112 | $92+22.6% | $6,101-98.2% | $100+12.2% |