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 |
|---|---|---|
PACIFIC ISLANDS FINANCIAL MGMT, LLC4+ years Service code 27 · EIN 65-1232249 | Advisory (Plan) | $40,374 |
CW ASSOCIATES4+ years Service code 10 · EIN 26-1659234 | Accounting | $10,156 |
Filed as: RIVERSEDGE ADV RET SOLUTIONS, LLC Service code 15 · EIN 27-1155910 | Recordkeeping | $3,236 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $76,873 | $49,280+56.0% | $67,313+14.2% | $64,186+19.8% |
| Participation rate | 100.0% | 60.8%+39.2pp | 69.1%+30.9pp | 69.6%+30.4pp |
| Annual return | -7.92% | -1.39%-6.5pp | -4.08%-3.8pp | 7.63%-15.6pp |
| Employer contribution / active EE | $2,632 | $1,668+57.7% | $2,566+2.6% | $2,381+10.5% |
| Participant deferral / active EE | $4,612 | $2,484+85.7% | $3,568+29.3% | $3,470+32.9% |
| Admin fee / account holder | $276 | $3,863-92.9% | $4,507-93.9% | $4,888-94.4% |