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 |
|---|---|---|
MORNINGSTAR3+ years Service code 26 · EIN 36-3297908 | Advisory (Participants) | $13,627 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $70,207 | $155,795-54.9% | $136,294-48.5% | $69,631+0.8% |
| Participation rate | 73.6% | 75.2%-1.6pp | 81.9%-8.3pp | 70.7%+2.9pp |
| Annual return | 5.28% | 232464.33%-232459.1pp | 5155.94%-5150.7pp | 27571.02%-27565.7pp |
| Employer contribution / active EE | $2,112 | $2,991-29.4% | $4,695-55.0% | $2,032+3.9% |
| Participant deferral / active EE | $10,166 | $5,394+88.5% | $6,247+62.7% | $3,224+215.4% |
| Admin fee / account holder | $21 | $128-83.7% | $9,243-99.8% | $110-81.1% |