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 9-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 21 · EIN 39-0394950 | Bank Trustee | $7,477 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $28,982 | $59,839-51.6% | $81,983-64.6% | $79,858-63.7% |
| Participation rate | 41.2% | 61.6%-20.4pp | 69.2%-28.0pp | 69.6%-28.4pp |
| Annual return | -15.08% | 17.56%-32.6pp | 41.31%-56.4pp | 31.71%-46.8pp |
| Employer contribution / active EE | $849 | $1,713-50.5% | $2,498-66.0% | $2,471-65.7% |
| Participant deferral / active EE | $1,885 | $2,695-30.1% | $3,722-49.4% | $3,740-49.6% |
| Admin fee / account holder | $166 | $4,287-96.1% | $5,664-97.1% | $5,306-96.9% |