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 |
|---|---|---|
Filed as: BARNES-PETTEY FINANCIAL ADVISORS Service code 26 · EIN 20-8167191 | Advisory (Participants) | $10,491 |
Filed as: DUNCAN WILLIAM ASSET MANAGEMENT Service code 26 · EIN 47-3030907 | Advisory (Participants) | $2,983 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $37,338 | $44,764-16.6% | $68,791-45.7% | $64,808-42.4% |
| Participation rate | 34.1% | 64.8%-30.7pp | 69.0%-34.9pp | 71.5%-37.4pp |
| Annual return | -13.93% | -10.91%-3.0pp | -6.38%-7.6pp | 32.82%-46.8pp |
| Employer contribution / active EE | $689 | $1,775-61.2% | $2,655-74.0% | $2,506-72.5% |
| Participant deferral / active EE | $1,887 | $3,238-41.7% | $3,941-52.1% | $4,310-56.2% |
| Admin fee / account holder | $303 | $151+100.2% | $4,932-93.9% | $188+61.3% |