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 26 · EIN 71-0294708 | Advisory (Participants) | $8,270 |
MORNINGSTAR1+ years Service code 26 · EIN 36-3297908 | Advisory (Participants) | $7,115 |
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 | $38,726 | $50,498-23.3% | $75,781-48.9% | $55,191-29.8% |
| Participation rate | 78.4% | 69.4%+9.0pp | 75.8%+2.6pp | 69.2%+9.3pp |
| Annual return | 0.13% | 1.80%-1.7pp | 9.68%-9.5pp | 10.78%-10.6pp |
| Employer contribution / active EE | $1,853 | $2,291-19.1% | $3,323-44.3% | $1,899-2.4% |
| Participant deferral / active EE | $5,220 | $2,589+101.6% | $3,651+43.0% | $3,046+71.4% |
| Admin fee / account holder | $13 | $123-89.1% | $5,299-99.7% | $91-85.2% |