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) | $36,778 |
CARPENTER MORSE GROUP6 years Service code 10 2170 W. STATE ROAD 434 · LONGWOOD, FL 32779 | Accounting | $9,362 |
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 | $63,786 | $101,317-37.0% | $146,958-56.6% | $74,495-14.4% |
| Participation rate | 92.8% | 75.5%+17.2pp | 82.2%+10.6pp | 67.2%+25.6pp |
| Annual return | 16.51% | 8730.91%-8714.4pp | 418.34%-401.8pp | 1364.94%-1348.4pp |
| Employer contribution / active EE | $3,137 | $3,810-17.7% | $4,933-36.4% | $2,623+19.6% |
| Participant deferral / active EE | $8,409 | $7,303+15.1% | $8,070+4.2% | $4,346+93.5% |
| Admin fee / account holder | $13 | $1,739-99.3% | $12,998-99.9% | $1,942-99.3% |