Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 |
|---|---|---|
PRONVEST8 years Service code 51 · EIN 62-1823351 | Investment Mgmt Fees | $23,339 |
FUND DIRECT ADVISORS5 years Service code 27 · EIN 27-3584365 | Advisory (Plan) | $16,398 |
Filed as: AT RETIREMENT SERVICES Service code 15 · EIN 83-3455979 | Recordkeeping | $16,337 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,842 | $107,218-51.6% | $115,768-55.2% | $79,634-34.9% |
| Participation rate | 84.4% | 76.8%+7.6pp | 74.4%+10.0pp | 62.5%+21.9pp |
| Annual return | 14.99% | 15.41%-0.4pp | 100.46%-85.5pp | 36.46%-21.5pp |
| Employer contribution / active EE | $823 | $3,627-77.3% | $2,940-72.0% | $2,529-67.5% |
| Participant deferral / active EE | $2,450 | $5,091-51.9% | $4,917-50.2% | $3,835-36.1% |
| Admin fee / account holder | $243 | $576-57.8% | $12,439-98.0% | $1,002-75.8% |