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 4-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 |
|---|---|---|
BRUTON FINANCIAL ADVISORS2+ years Service code 27 · EIN 20-1145119 | Advisory (Plan) | $62,019 |
Service code 37 · EIN 04-2647786 | Loan Processing | $60,454 |
RAINER & COMPANY2+ years Service code 10 · EIN 23-2183936 | Accounting | $11,000 |
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 | $63,695 | $82,279-22.6% | $77,999-18.3% | $63,975-0.4% |
| Participation rate | 83.1% | 84.7%-1.6pp | 75.5%+7.6pp | 71.1%+12.0pp |
| Annual return | 55.75% | 11.20%+44.6pp | 425.96%-370.2pp | 48.65%+7.1pp |
| Employer contribution / active EE | $1,103 | $3,297-66.5% | $2,470-55.4% | $2,182-49.4% |
| Participant deferral / active EE | $3,525 | $4,538-22.3% | $3,497+0.8% | $3,356+5.0% |
| Admin fee / account holder | $117 | $81+43.2% | $5,480-97.9% | $70+65.5% |