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 |
|---|---|---|
Service code 19 · EIN 51-0396365 | Securities Custodian | $27,462 |
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 | $33,455 | $88,122-62.0% | $141,162-76.3% | $67,579-50.5% |
| Participation rate | 85.7% | 76.5%+9.3pp | 82.5%+3.2pp | 71.3%+14.4pp |
| Annual return | 7.50% | 75.40%-67.9pp | 71.39%-63.9pp | 378.56%-371.1pp |
| Employer contribution / active EE | $3,460 | $3,224+7.3% | $4,735-26.9% | $2,148+61.1% |
| Participant deferral / active EE | $3,550 | $5,958-40.4% | $6,709-47.1% | $3,539+0.3% |
| Admin fee / account holder | $52 | $131-60.6% | $10,261-99.5% | $142-63.7% |