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 |
|---|---|---|
CRAIG & ASSOCIATES, LLC1 year Filed as: CRAIG & ASSOCIATES LLC Service code 10 · EIN 20-0529789 | Accounting | $5,650 |
AMERICAN FUNDS3+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $2,212 |
MORGAN STANLEY SMITH BARNEY3+ years Service code 49 · EIN 26-4310632 | Other Services | $14 |
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 | $93,349 | $63,299+47.5% | $91,001+2.6% | $62,292+49.9% |
| Participation rate | 66.5% | 73.3%-6.8pp | 75.6%-9.1pp | 69.5%-3.0pp |
| Annual return | 20.01% | 20.99%-1.0pp | 4.60%+15.4pp | 28.90%-8.9pp |
| Employer contribution / active EE | $1,692 | $1,807-6.4% | $2,456-31.1% | $2,042-17.2% |
| Participant deferral / active EE | $4,900 | $2,943+66.5% | $3,547+38.1% | $3,169+54.6% |
| Admin fee / account holder | $43 | $468-90.8% | $5,417-99.2% | $479-91.0% |