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: ROLAND CRISS INVESTMENT RESEARCH LL Service code 27 · EIN 46-1595115 | Advisory (Plan) | $23,228 |
Service code 12 · EIN 13-3689044 | Direct payment from the plan; Investm... | $18,955 |
Service code 16 · EIN 75-2866255 | Consulting | $7,188 |
Filed as: MCCONNELL & JONES LLP Service code 10 · EIN 76-0488832 | Accounting | $5,000 |
NATIONAL FINANCIAL SERVICES7 years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $88,012 | $83,884+4.9% | $64,056+37.4% | $74,419+18.3% |
| Participation rate | 54.0% | 76.6%-22.6pp | 72.3%-18.3pp | 70.7%-16.7pp |
| Annual return | 15.74% | 16.57%-0.8pp | 33.69%-17.9pp | 34.38%-18.6pp |
| Employer contribution / active EE | $0 | $3,084-100.0% | $2,747-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $4,126 | $3,692+11.8% | $3,880+6.3% | $4,528-8.9% |
| Admin fee / account holder | $235 | $196+19.8% | $3,068-92.3% | $348-32.5% |