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 15 · EIN 20-2554266 | Recordkeeping | $4,196 |
Filed as: MORRIS & WELLS Service code 51 | Investment Mgmt Fees | $14 |
Filed as: WELLINGTON CONSULTING SERVICES Service code 51 · EIN 54-1620949 14325 WILLARD ROAD · CHANTILLY, VA 20151 | Investment Mgmt Fees | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,149 | $81,900+1.5% | $119,609-30.5% | $68,494+21.4% |
| Participation rate | 87.5% | 71.9%+15.6pp | 79.3%+8.2pp | 67.9%+19.6pp |
| Annual return | -14.73% | -23.82%+9.1pp | -14.97%+0.2pp | -7.84%-6.9pp |
| Employer contribution / active EE | $2,778 | $2,693+3.1% | $4,232-34.4% | $2,596+7.0% |
| Participant deferral / active EE | $2,681 | $4,148-35.4% | $5,602-52.1% | $4,027-33.4% |
| Admin fee / account holder | $37 | $6,582-99.4% | $10,323-99.6% | $5,403-99.3% |