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) | $56,441 |
MORNINGSTAR5+ years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $55,916 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $87,530 | $105,247-16.8% | $87,100+0.5% | $77,787+12.5% |
| Participation rate | 95.5% | 85.8%+9.7pp | 76.9%+18.6pp | 73.2%+22.3pp |
| Annual return | 21.07% | 24.52%-3.4pp | 28.19%-7.1pp | 32.57%-11.5pp |
| Employer contribution / active EE | $1,820 | $2,895-37.1% | $2,521-27.8% | $2,504-27.3% |
| Participant deferral / active EE | $4,650 | $5,060-8.1% | $4,049+14.9% | $3,967+17.2% |
| Admin fee / account holder | $0 | $104-99.6% | $7,497-100.0% | $100-99.6% |