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 26 625 FOURTH AVENUE S · MINNEAPOLIS, MN 55415 | Advisory (Participants) | $26,074 |
CARPENTER MORSE GROUP5 years Service code 10 2170 W. STATE ROAD 434 · LONGWOOD, FL 32779 | Accounting | $5,220 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,998 | $91,407-45.3% | $135,903-63.2% | $71,457-30.0% |
| Participation rate | 97.1% | 75.7%+21.4pp | 81.9%+15.2pp | 67.9%+29.2pp |
| Annual return | 20.99% | 29.90%-8.9pp | 68.23%-47.2pp | 28.85%-7.9pp |
| Employer contribution / active EE | $3,322 | $3,703-10.3% | $4,856-31.6% | $2,588+28.4% |
| Participant deferral / active EE | $8,639 | $7,092+21.8% | $7,758+11.4% | $4,289+101.4% |
| Admin fee / account holder | $13 | $1,266-99.0% | $10,762-99.9% | $1,587-99.2% |