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 |
|---|---|---|
DOMINION INVESTOR SERVICES INC6+ years Service code 55 · EIN 75-2201702 | Other Commissions | $15,863 |
Service code 55 · EIN 59-2937883 | Other Commissions | $5,661 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,125 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,207 | $54,590+26.8% | $81,930-15.5% | $73,488-5.8% |
| Participation rate | 92.1% | 68.3%+23.8pp | 72.0%+20.1pp | 70.7%+21.5pp |
| Annual return | 14.96% | 17.74%-2.8pp | 29.49%-14.5pp | 28.51%-13.6pp |
| Employer contribution / active EE | $2,599 | $1,636+58.8% | $4,310-39.7% | $2,270+14.5% |
| Participant deferral / active EE | $3,875 | $2,759+40.5% | $7,107-45.5% | $3,740+3.6% |
| Admin fee / account holder | $13 | $592-97.8% | $5,158-99.7% | $513-97.5% |