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) | $40,724 |
WINDHAM BRANNON2 years Service code 99 · EIN 11-1000111 | Other Fees | $13,528 |
MORNINGSTAR5+ years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $9,946 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $51,959 | $66,601-22.0% | $92,893-44.1% | $67,579-23.1% |
| Participation rate | 93.2% | 72.5%+20.7pp | 76.0%+17.1pp | 71.3%+21.9pp |
| Annual return | 24.61% | 92.58%-68.0pp | 109.41%-84.8pp | 378.56%-353.9pp |
| Employer contribution / active EE | $2,385 | $2,775-14.1% | $3,653-34.7% | $2,148+11.0% |
| Participant deferral / active EE | $6,499 | $3,157+105.9% | $4,236+53.4% | $3,539+83.6% |
| Admin fee / account holder | $36 | $199-81.9% | $5,794-99.4% | $142-74.7% |