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 |
|---|---|---|
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 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $51,842 | $104,919-50.6% | $116,228-55.4% | $85,563-39.4% |
| Participation rate | 84.4% | 78.6%+5.8pp | 74.6%+9.8pp | 66.0%+18.4pp |
| Annual return | 14.99% | 15.38%-0.4pp | 90.06%-75.1pp | 31.51%-16.5pp |
| Employer contribution / active EE | $823 | $3,485-76.4% | $2,994-72.5% | $2,654-69.0% |
| Participant deferral / active EE | $2,450 | $5,306-53.8% | $4,953-50.5% | $4,375-44.0% |
| Admin fee / account holder | $243 | $429-43.4% | $11,989-98.0% | $834-70.9% |