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 |
|---|---|---|
FINANCIAL TELESIS1+ years Service code 27 · EIN 68-0279977 | Advisory (Plan) | $30,981 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $275 |
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 | $50,341 | $54,320-7.3% | $67,652-25.6% | $52,331-3.8% |
| Participation rate | 86.8% | 73.6%+13.2pp | 75.7%+11.1pp | 68.1%+18.7pp |
| Annual return | -1.01% | 6.81%-7.8pp | 6625.04%-6626.1pp | 4.54%-5.6pp |
| Employer contribution / active EE | $1,523 | $1,544-1.4% | $2,266-32.8% | $1,882-19.1% |
| Participant deferral / active EE | $4,055 | $2,950+37.4% | $3,560+13.9% | $3,022+34.2% |
| Admin fee / account holder | $171 | $527-67.6% | $4,821-96.5% | $592-71.1% |