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) | $21,079 |
MORNINGSTAR2+ years Service code 26 · EIN 36-3297908 | Advisory (Participants) | $10,258 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $25,229 | $74,024-65.9% | $77,999-67.7% | $57,658-56.2% |
| Participation rate | 97.8% | 79.7%+18.1pp | 75.5%+22.3pp | 70.2%+27.6pp |
| Annual return | 10.99% | 12.14%-1.2pp | 425.96%-415.0pp | 5.13%+5.9pp |
| Employer contribution / active EE | $2,437 | $2,365+3.0% | $2,470-1.3% | $1,974+23.5% |
| Participant deferral / active EE | $5,168 | $3,533+46.3% | $3,497+47.8% | $3,061+68.8% |
| Admin fee / account holder | $62 | $93-33.1% | $5,480-98.9% | $95-34.0% |