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) | $19,721 |
MORNINGSTAR1+ years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $6,362 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
See 1 reportable transaction. $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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $47,902 | $72,770-34.2% | $67,652-29.2% | $55,191-13.2% |
| Participation rate | 57.7% | 78.8%-21.1pp | 75.7%-18.0pp | 69.2%-11.5pp |
| Annual return | 0.14% | -3.26%+3.4pp | 6625.04%-6624.9pp | 10.78%-10.6pp |
| Employer contribution / active EE | $675 | $1,769-61.9% | $2,266-70.2% | $1,899-64.5% |
| Participant deferral / active EE | $1,738 | $3,408-49.0% | $3,560-51.2% | $3,046-43.0% |
| Admin fee / account holder | $63 | $79-20.4% | $4,821-98.7% | $91-30.9% |