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 27 · EIN 71-0294708 | Advisory (Plan) | $40,274 |
MORNINGSTAR1+ years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $39,799 |
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 | $92,282 | $72,770+26.8% | $67,652+36.4% | $55,191+67.2% |
| Participation rate | 85.4% | 78.8%+6.6pp | 75.7%+9.7pp | 69.2%+16.2pp |
| Annual return | 2.73% | -3.26%+6.0pp | 6625.04%-6622.3pp | 10.78%-8.0pp |
| Employer contribution / active EE | $1,785 | $1,769+0.9% | $2,266-21.2% | $1,899-6.0% |
| Participant deferral / active EE | $3,793 | $3,408+11.3% | $3,560+6.6% | $3,046+24.5% |
| Admin fee / account holder | $1 | $79-99.3% | $4,821-100.0% | $91-99.4% |