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) | $62,055 |
MORNINGSTAR6+ years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $61,055 |
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 | $91,322 | $176,491-48.3% | $95,952-4.8% | $90,288+1.1% |
| Participation rate | 93.8% | 86.6%+7.2pp | 77.1%+16.7pp | 73.4%+20.4pp |
| Annual return | 15.92% | 20.14%-4.2pp | 91.61%-75.7pp | 53.97%-38.0pp |
| Employer contribution / active EE | $1,821 | $2,789-34.7% | $2,541-28.3% | $2,524-27.9% |
| Participant deferral / active EE | $4,763 | $5,340-10.8% | $4,167+14.3% | $4,232+12.5% |
| Admin fee / account holder | $1 | $154-99.6% | $6,795-100.0% | $114-99.4% |