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) | $53,292 |
MORNINGSTAR4+ years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $52,567 |
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 | $87,313 | $65,118+34.1% | $76,768+13.7% | $55,725+56.7% |
| Participation rate | 95.6% | 79.6%+16.0pp | 77.0%+18.7pp | 70.9%+24.8pp |
| Annual return | -5.41% | -1.27%-4.1pp | 2.43%-7.8pp | 244.93%-250.3pp |
| Employer contribution / active EE | $1,064 | $1,941-45.2% | $2,485-57.2% | $2,078-48.8% |
| Participant deferral / active EE | $4,656 | $3,688+26.2% | $3,852+20.9% | $3,356+38.8% |
| Admin fee / account holder | $1 | $116-99.4% | $6,675-100.0% | $115-99.4% |