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 7-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) | $29,714 |
Service code 37 · EIN 04-2647786 | Loan Processing | $19,255 |
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 | $56,782 | $70,667-19.6% | $123,104-53.9% | $52,331+8.5% |
| Participation rate | 91.9% | 83.7%+8.2pp | 86.8%+5.1pp | 68.1%+23.8pp |
| Annual return | 1.13% | 6.23%-5.1pp | 13.22%-12.1pp | 4.54%-3.4pp |
| Employer contribution / active EE | $1,097 | $2,946-62.8% | $5,151-78.7% | $1,882-41.7% |
| Participant deferral / active EE | $7,135 | $4,493+58.8% | $6,230+14.5% | $3,022+136.1% |
| Admin fee / account holder | $268 | $506-47.2% | $9,015-97.0% | $592-54.8% |