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 |
|---|---|---|
PRONVEST3+ years Service code 26 · EIN 62-1823351 | Advisory (Participants) | $7,846 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $601 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $103,158 | $105,998-2.7% | $92,233+11.8% | $147,584-30.1% |
| Participation rate | 90.0% | 80.4%+9.6pp | 76.5%+13.5pp | 82.8%+7.2pp |
| Annual return | 14.01% | 50.05%-36.0pp | 176.28%-162.3pp | 578.55%-564.5pp |
| Employer contribution / active EE | $0 | $4,333-100.0% | $3,679-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $11,836 | $4,478+164.3% | $3,897+203.8% | $5,439+117.6% |
| Admin fee / account holder | $150 | $6,332-97.6% | $5,194-97.1% | $10,885-98.6% |