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) | $17,321 |
MORNINGSTAR2+ years Service code 26 · EIN 36-3297908 | Advisory (Participants) | $8,833 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $79,630 | $63,905+24.6% | $74,183+7.3% | $57,658+38.1% |
| Participation rate | 97.5% | 79.8%+17.8pp | 76.6%+20.9pp | 70.2%+27.3pp |
| Annual return | 4.92% | 60.60%-55.7pp | 17.74%-12.8pp | 5.13%-0.2pp |
| Employer contribution / active EE | $13,078 | $1,840+610.6% | $2,370+451.8% | $1,974+562.6% |
| Participant deferral / active EE | $2,860 | $3,448-17.1% | $3,550-19.4% | $3,061-6.6% |
| Admin fee / account holder | $45 | $91-50.3% | $5,586-99.2% | $95-52.1% |