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) | $19,988 |
MORNINGSTAR1 year Service code 26 · EIN 36-3297908 | Advisory (Participants) | $16,384 |
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 | $65,591 | $74,024-11.4% | $77,999-15.9% | $57,658+13.8% |
| Participation rate | 98.0% | 79.7%+18.3pp | 75.5%+22.5pp | 70.2%+27.8pp |
| Annual return | 51.54% | 12.14%+39.4pp | 425.96%-374.4pp | 5.13%+46.4pp |
| Employer contribution / active EE | $2,880 | $2,365+21.8% | $2,470+16.6% | $1,974+45.9% |
| Participant deferral / active EE | $5,472 | $3,533+54.9% | $3,497+56.5% | $3,061+78.8% |
| Admin fee / account holder | $38 | $93-58.8% | $5,480-99.3% | $95-59.4% |