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) | $29,994 |
MORNINGSTAR6+ years Service code 27 · EIN 36-4317381 | Advisory (Plan) | $12,724 |
YAVITZ INSURANCE AGENCY2 years Service code 99 · EIN 43-1037263 | Other Fees | $10,516 |
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 | $81,639 | $79,519+2.7% | $95,952-14.9% | $73,409+11.2% |
| Participation rate | 73.5% | 81.2%-7.7pp | 77.1%-3.6pp | 72.2%+1.3pp |
| Annual return | 16.03% | 19.20%-3.2pp | 91.61%-75.6pp | 59.29%-43.3pp |
| Employer contribution / active EE | $1,576 | $2,048-23.0% | $2,541-38.0% | $2,234-29.4% |
| Participant deferral / active EE | $4,993 | $4,138+20.7% | $4,167+19.8% | $3,805+31.2% |
| Admin fee / account holder | $79 | $184-57.1% | $6,795-98.8% | $158-49.9% |