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 |
|---|---|---|
EFG, INC.1 year Filed as: EFG, INC Service code 27 · EIN 31-1440043 | Advisory (Plan) | $26,608 |
Service code 37 · EIN 04-2647786 | Loan Processing | $22,957 |
Employer contribution per participant 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 | $51,616 | $80,753-36.1% | $136,294-62.1% | $62,292-17.1% |
| Participation rate | 96.1% | 73.5%+22.6pp | 81.9%+14.2pp | 69.5%+26.6pp |
| Annual return | 25.46% | 35.83%-10.4pp | 5155.94%-5130.5pp | 28.90%-3.4pp |
| Employer contribution / active EE | $480 | $2,884-83.3% | $4,695-89.8% | $2,042-76.5% |
| Participant deferral / active EE | $3,680 | $5,164-28.7% | $6,247-41.1% | $3,169+16.1% |
| Admin fee / account holder | $169 | $525-67.8% | $9,243-98.2% | $479-64.7% |