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 26 · EIN 71-0294708 | Advisory (Participants) | $16,114 |
MORNINGSTAR1+ years Service code 26 · EIN 36-3297908 | Advisory (Participants) | $8,356 |
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 | $74,408 | $72,770+2.3% | $67,652+10.0% | $55,191+34.8% |
| Participation rate | 94.4% | 78.8%+15.6pp | 75.7%+18.7pp | 69.2%+25.2pp |
| Annual return | 1.94% | -3.26%+5.2pp | 6625.04%-6623.1pp | 10.78%-8.8pp |
| Employer contribution / active EE | $11,955 | $1,769+575.7% | $2,266+427.7% | $1,899+529.6% |
| Participant deferral / active EE | $2,752 | $3,408-19.2% | $3,560-22.7% | $3,046-9.7% |
| Admin fee / account holder | $42 | $79-46.5% | $4,821-99.1% | $91-53.6% |