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) | $15,904 |
MORNINGSTAR1 year Service code 26 · EIN 36-3297908 | Advisory (Participants) | $9,237 |
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 | $37,968 | $71,802-47.1% | $133,980-71.7% | $57,658-34.2% |
| Participation rate | 70.2% | 85.5%-15.2pp | 87.1%-16.8pp | 70.2%0pp |
| Annual return | 20.67% | 13.51%+7.2pp | 29.30%-8.6pp | 5.13%+15.5pp |
| Employer contribution / active EE | $1,864 | $3,161-41.0% | $5,211-64.2% | $1,974-5.5% |
| Participant deferral / active EE | $5,514 | $4,606+19.7% | $6,282-12.2% | $3,061+80.2% |
| Admin fee / account holder | $34 | $88-61.0% | $9,324-99.6% | $95-63.9% |