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 8-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 15 · EIN 84-0467907 | Recordkeeping | $350,914 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $309,348 |
JOY KONG3 years Service code 16 48030 LEONTINE CT · FREMONT, CA 94539 | Consulting | $121,770 |
GEYER1 year Service code 99 5803 STAFFANSON RD · BOZEMAN, MT 59718 | Other Fees | $31,430 |
Filed as: GWFS EQUITIES INC. Service code 33 · EIN 84-0965407 | Distribution (12b-1) fees; Other inve... | $2,691 |
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 | $122,802 | $124,049-1.0% | $95,952+28.0% | $93,223+31.7% |
| Participation rate | 98.5% | 88.4%+10.2pp | 77.1%+21.5pp | 74.9%+23.6pp |
| Annual return | 16.93% | 22.17%-5.2pp | 91.61%-74.7pp | 19.29%-2.4pp |
| Employer contribution / active EE | $5,857 | $3,478+68.4% | $2,541+130.5% | $2,680+118.6% |
| Participant deferral / active EE | $5,559 | $6,147-9.6% | $4,167+33.4% | $4,563+21.8% |
| Admin fee / account holder | $127 | $73+74.7% | $6,795-98.1% | $79+60.4% |