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 |
|---|---|---|
NATIONWIDE2+ years Service code 19 · EIN 31-4156930 | Securities Custodian | $30,407 |
TRUSTMARK NATIONAL BANK2+ years Service code 15 · EIN 64-0180810 | Recordkeeping | $9,138 |
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 | $20,563 | $46,732-56.0% | $156,549-86.9% | $55,167-62.7% |
| Participation rate | 49.3% | 65.8%-16.5pp | 84.0%-34.7pp | 69.0%-19.7pp |
| Annual return | 4.54% | 17.72%-13.2pp | 32.23%-27.7pp | 169.23%-164.7pp |
| Employer contribution / active EE | $347 | $2,105-83.5% | $5,501-93.7% | $1,963-82.3% |
| Participant deferral / active EE | $880 | $2,204-60.1% | $4,871-81.9% | $3,054-71.2% |
| Admin fee / account holder | $278 | $418-33.4% | $13,027-97.9% | $504-44.7% |