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 |
|---|---|---|
Service code 12 · EIN 13-3689004 | Investment management; Participant co... | $8,082 |
RENAISSANCE3 years Filed as: RENAISSANCE BENEFIT ADVISORS GROUP Service code 27 · EIN 47-1411118 | Advisory (Plan) | $7,627 |
NATIONAL FINANCIAL SERVICES4 years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Annual investment return 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 | $113,479 | $71,516+58.7% | $98,439+15.3% | $71,457+58.8% |
| Participation rate | 97.6% | 72.7%+24.9pp | 75.2%+22.4pp | 67.9%+29.7pp |
| Annual return | 13.10% | 32.41%-19.3pp | 21.16%-8.1pp | 28.85%-15.7pp |
| Employer contribution / active EE | $4,375 | $2,399+82.4% | $3,048+43.5% | $2,588+69.1% |
| Participant deferral / active EE | $4,739 | $4,109+15.3% | $4,7380% | $4,289+10.5% |
| Admin fee / account holder | $90 | $1,675-94.6% | $8,948-99.0% | $1,587-94.3% |