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 |
|---|---|---|
MORNINGSTAR1+ years Service code 26 · EIN 36-3297908 | Advisory (Participants) | $9,434 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $6,388 |
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 | $131,170 | $50,464+159.9% | $75,781+73.1% | $52,331+150.7% |
| Participation rate | 66.9% | 66.8%+0.1pp | 75.8%-8.9pp | 68.1%-1.2pp |
| Annual return | -1.76% | 1.03%-2.8pp | 9.68%-11.4pp | 4.54%-6.3pp |
| Employer contribution / active EE | $660 | $1,988-66.8% | $3,323-80.1% | $1,882-64.9% |
| Participant deferral / active EE | $4,965 | $2,570+93.2% | $3,651+36.0% | $3,022+64.3% |
| Admin fee / account holder | $79 | $1,103-92.8% | $5,299-98.5% | $592-86.6% |