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 |
|---|---|---|
FIRST MERCANTILE TRUST COMPANY2+ years Service code 12 · EIN 62-0951563 | Recordkeeping and information managem... | $1,059 |
INDEPENDENT FINANCIAL PARTNERS2+ years Service code 16 3030 N. ROCKY POINT DRIVE · TAMPA, FL 33607 | Consulting | $0 |
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 | $49,227 | $56,629-13.1% | $77,999-36.9% | $55,167-10.8% |
| Participation rate | 97.5% | 73.3%+24.2pp | 75.5%+21.9pp | 69.0%+28.5pp |
| Annual return | 8.30% | 2866.98%-2858.7pp | 425.96%-417.7pp | 169.23%-160.9pp |
| Employer contribution / active EE | $2,685 | $1,723+55.8% | $2,470+8.7% | $1,963+36.8% |
| Participant deferral / active EE | $4,948 | $2,777+78.2% | $3,497+41.5% | $3,054+62.0% |
| Admin fee / account holder | $229 | $467-50.9% | $5,480-95.8% | $504-54.5% |