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 |
|---|---|---|
PLEXUS FINANCIAL SERVICES, LLC1+ years Filed as: PLEXUS FINANCIAL SOLUTIONS LLC Service code 53 · EIN 27-1746834 | Insurance Commissions | $27,871 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $5,128 |
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 | $54,170 | $57,435-5.7% | $105,218-48.5% | $55,191-1.9% |
| Participation rate | 99.6% | 71.3%+28.3pp | 77.2%+22.4pp | 69.2%+30.4pp |
| Annual return | -0.71% | 2.97%-3.7pp | 5.33%-6.0pp | 10.78%-11.5pp |
| Employer contribution / active EE | $2,248 | $1,920+17.1% | $3,255-31.0% | $1,899+18.4% |
| Participant deferral / active EE | $4,701 | $3,495+34.5% | $4,867-3.4% | $3,046+54.3% |
| Admin fee / account holder | $16 | $70-76.6% | $6,992-99.8% | $91-81.8% |