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 |
|---|---|---|
IRA GROUP3 years Service code 27 · EIN 58-1989031 | Advisory (Plan) | $120,000 |
WARREN AVERETT, LLC3 years Service code 10 · EIN 45-4084437 | Accounting | $22,000 |
Form 5500 reported that benefits due were not provided when due.
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 | $114,323 | $117,739-2.9% | $91,541+24.9% | $117,739-2.9% |
| Participation rate | 90.8% | 76.6%+14.2pp | 69.8%+21.0pp | 76.6%+14.2pp |
| Annual return | 14.58% | 17.29%-2.7pp | 20.50%-5.9pp | 17.29%-2.7pp |
| Employer contribution / active EE | $2,237 | $3,746-40.3% | $2,505-10.7% | $3,746-40.3% |
| Participant deferral / active EE | $6,148 | $6,128+0.3% | $4,008+53.4% | $6,128+0.3% |
| Admin fee / account holder | $9 | $112-91.9% | $6,956-99.9% | $112-91.9% |