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 |
|---|---|---|
MORNINGSTAR5+ years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $5,524 |
Service code 27 · EIN 71-0294708 | Advisory (Plan) | $4,068 |
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 | $136,213 | $89,652+51.9% | $141,162-3.5% | $65,185+109.0% |
| Participation rate | 82.0% | 74.7%+7.3pp | 82.5%-0.5pp | 70.2%+11.8pp |
| Annual return | 25.62% | 32.79%-7.2pp | 71.39%-45.8pp | 29.38%-3.8pp |
| Employer contribution / active EE | $3,346 | $3,065+9.2% | $4,735-29.3% | $2,177+53.7% |
| Participant deferral / active EE | $7,711 | $5,691+35.5% | $6,709+14.9% | $3,514+119.5% |
| Admin fee / account holder | $12 | $569-97.9% | $10,261-99.9% | $847-98.6% |