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 |
|---|---|---|
MORNINGSTAR9+ years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $5,236 |
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $1,550 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $157,808 | $91,407+72.6% | $135,903+16.1% | $71,457+120.8% |
| Participation rate | 69.3% | 75.7%-6.3pp | 81.9%-12.6pp | 67.9%+1.4pp |
| Annual return | 21.51% | 29.90%-8.4pp | 68.23%-46.7pp | 28.85%-7.3pp |
| Employer contribution / active EE | $2,610 | $3,703-29.5% | $4,856-46.3% | $2,588+0.9% |
| Participant deferral / active EE | $8,543 | $7,092+20.5% | $7,758+10.1% | $4,289+99.2% |
| Admin fee / account holder | $7 | $1,266-99.5% | $10,762-99.9% | $1,587-99.6% |