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 12 · EIN 13-3689044 | Investment management; Sales loads (f... | $222,557 |
AON CONSULTING5 years Filed as: AON HEWITT INVESTMENT CONSULTING Service code 16 · EIN 36-3109431 | Consulting | $138,361 |
FORVIS MAZARS, LLP1 year Filed as: FORVIS, LLP Service code 10 · EIN 44-0160260 | Accounting | $17,000 |
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 | $54,156 | $136,266-60.3% | $90,749-40.3% | $77,904-30.5% |
| Participation rate | 95.5% | 86.6%+8.8pp | 75.7%+19.8pp | 73.7%+21.8pp |
| Annual return | -11.29% | -11.32%0pp | -12.16%+0.9pp | 12.21%-23.5pp |
| Employer contribution / active EE | $1,931 | $4,215-54.2% | $2,921-33.9% | $2,848-32.2% |
| Participant deferral / active EE | $5,049 | $6,353-20.5% | $4,564+10.6% | $4,806+5.1% |
| Admin fee / account holder | $132 | $399-67.0% | $8,445-98.4% | $133-0.6% |