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 |
|---|---|---|
BOURGEOIS BENNETT LLC5+ years Filed as: BOURGEOIS BENNET LLC Service code 99 · EIN 72-0136870 | Other Fees | $30,300 |
MORNINGSTAR6+ years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $8,945 |
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 | $97,995 | $51,288+91.1% | $81,983+19.5% | $73,409+33.5% |
| Participation rate | 73.4% | 64.0%+9.4pp | 69.2%+4.2pp | 72.2%+1.2pp |
| Annual return | 15.11% | 29.48%-14.4pp | 41.31%-26.2pp | 59.29%-44.2pp |
| Employer contribution / active EE | $2,643 | $1,487+77.8% | $2,498+5.8% | $2,234+18.3% |
| Participant deferral / active EE | $5,007 | $2,715+84.4% | $3,722+34.5% | $3,805+31.6% |
| Admin fee / account holder | $78 | $125-38.0% | $5,664-98.6% | $158-50.8% |