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 21 · EIN 16-0373410 | Bank Trustee | $600 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $430,646 | $75,183+472.8% | $123,892+247.6% | $55,167+680.6% |
| Participation rate | 23.2% | 72.8%-49.6pp | 81.4%-58.2pp | 69.0%-45.8pp |
| Annual return | 11.05% | 19.01%-8.0pp | 47.52%-36.5pp | 169.23%-158.2pp |
| Employer contribution / active EE | $1,966 | $2,823-30.4% | $4,617-57.4% | $1,963+0.2% |
| Participant deferral / active EE | $6,910 | $5,084+35.9% | $5,984+15.5% | $3,054+126.3% |
| Admin fee / account holder | $14 | $663-97.8% | $8,357-99.8% | $504-97.2% |