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 71-0294708 | Claims processing; Recordkeeping fees... | $74,261 |
MAI CAPITAL MANAGEMENT, LLC3 years Service code 99 · EIN 61-1495162 | Other Fees | $54,806 |
Filed as: PRINCIPAL SECURITIES Service code 99 · EIN 01-7010034 | Other Fees | $23,488 |
MORNINGSTAR3 years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $7,703 |
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 | $132,048 | $106,110+24.4% | $147,005-10.2% | $77,671+70.0% |
| Participation rate | 98.2% | 78.4%+19.8pp | 82.2%+16.0pp | 70.6%+27.6pp |
| Annual return | 14.81% | 56.77%-42.0pp | 418.76%-404.0pp | 31.21%-16.4pp |
| Employer contribution / active EE | $2,606 | $4,065-35.9% | $4,934-47.2% | $2,726-4.4% |
| Participant deferral / active EE | $7,521 | $7,992-5.9% | $8,070-6.8% | $4,648+61.8% |
| Admin fee / account holder | $179 | $338-46.9% | $13,006-98.6% | $430-58.4% |