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 71-0294708 PO BOX 990067 · HARTFORD, CT 061990067 | Recordkeeping | $11,012 |
Service code 49 · EIN 62-1038805 7639 LEESBURG PIKE · FALLS CHURCH, VA 22043 | Other Services | $10,525 |
Filed as: RETIREMENT PLANNERS Service code 49 | Other Services | $6,617 |
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 | $21,004 | $44,764-53.1% | $68,791-69.5% | $64,808-67.6% |
| Participation rate | 89.8% | 64.8%+25.0pp | 69.0%+20.8pp | 71.5%+18.3pp |
| Annual return | -15.71% | -10.91%-4.8pp | -6.38%-9.3pp | 32.82%-48.5pp |
| Employer contribution / active EE | $2,261 | $1,775+27.3% | $2,655-14.9% | $2,506-9.8% |
| Participant deferral / active EE | $2,122 | $3,238-34.4% | $3,941-46.1% | $4,310-50.8% |
| Admin fee / account holder | $37 | $151-75.2% | $4,932-99.2% | $188-80.1% |