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 7-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 12 · EIN 13-3689044 | Investment management; Participant co... | $331,380 |
STOUT, CAUSEY & HORNING, P.A.4+ years Service code 10 · EIN 52-1743645 | Accounting | $17,900 |
NATIONAL FINANCIAL SERVICES4+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $16,637 | $53,512-68.9% | $189,557-91.2% | $93,030-82.1% |
| Participation rate | 96.3% | 67.3%+29.1pp | 78.4%+17.9pp | 73.9%+22.4pp |
| Annual return | 14.99% | 20.32%-5.3pp | 64.17%-49.2pp | 158.70%-143.7pp |
| Employer contribution / active EE | $456 | $1,429-68.1% | $4,412-89.7% | $2,706-83.1% |
| Participant deferral / active EE | $2,033 | $3,748-45.8% | $6,174-67.1% | $4,562-55.4% |
| Admin fee / account holder | $79 | $95-17.4% | $9,807-99.2% | $152-48.2% |