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 |
|---|---|---|
MORNINGSTAR2+ years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $713 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $713 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $38,521 | $37,044+4.0% | $71,796-46.3% | $57,658-33.2% |
| Participation rate | 50.1% | 61.1%-11.0pp | 69.1%-19.0pp | 70.2%-20.1pp |
| Annual return | 8.48% | 12.64%-4.2pp | 78.04%-69.6pp | 5.13%+3.3pp |
| Employer contribution / active EE | $662 | $720-8.1% | $1,924-65.6% | $1,974-66.5% |
| Participant deferral / active EE | $2,641 | $1,974+33.8% | $2,794-5.5% | $3,061-13.7% |
| Admin fee / account holder | $104 | $101+3.4% | $4,815-97.8% | $95+10.4% |