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 71-0297408 | Advisory (Participants) | $2,495 |
MORNINGSTAR1+ years Service code 26 | Advisory (Participants) | $382 |
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 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 | $56,195 | $56,897-1.2% | $84,750-33.7% | $62,891-10.6% |
| Participation rate | 51.1% | 68.5%-17.5pp | 76.6%-25.5pp | 69.3%-18.2pp |
| Annual return | 4.65% | 6.30%-1.7pp | 22.78%-18.1pp | 20.14%-15.5pp |
| Employer contribution / active EE | $835 | $2,400-65.2% | $3,574-76.7% | $2,281-63.4% |
| Participant deferral / active EE | $1,867 | $2,709-31.1% | $3,712-49.7% | $3,203-41.7% |
| Admin fee / account holder | $72 | $3,581-98.0% | $5,332-98.7% | $4,296-98.3% |