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 9-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 |
|---|---|---|
CALLERO AND CALLERO LLP2+ years Service code 10 · EIN 36-2518261 | Accounting | $8,000 |
MINNESOTA LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 41-0417830 | Contract Administrator | $7,072 |
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 | $140,662 | $67,606+108.1% | $82,313+70.9% | $70,131+100.6% |
| Participation rate | 89.2% | 72.8%+16.5pp | 76.9%+12.4pp | 69.5%+19.7pp |
| Annual return | 11.15% | 21.57%-10.4pp | 25.88%-14.7pp | 73.14%-62.0pp |
| Employer contribution / active EE | $3,583 | $1,755+104.2% | $2,428+47.6% | $2,342+53.0% |
| Participant deferral / active EE | $5,015 | $2,987+67.9% | $3,706+35.3% | $3,332+50.5% |
| Admin fee / account holder | $120 | $4,512-97.3% | $5,608-97.9% | $4,645-97.4% |