Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 | $86,972 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,969 | $50,820+20.0% | $155,567-60.8% | $77,671-21.5% |
| Participation rate | 88.3% | 63.1%+25.2pp | 78.2%+10.1pp | 70.6%+17.7pp |
| Annual return | 14.41% | 34.85%-20.4pp | 64.74%-50.3pp | 31.21%-16.8pp |
| Employer contribution / active EE | $3,386 | $1,993+69.9% | $4,674-27.5% | $2,726+24.2% |
| Participant deferral / active EE | $2,626 | $2,823-7.0% | $5,628-53.3% | $4,648-43.5% |
| Admin fee / account holder | $203 | $436-53.5% | $15,916-98.7% | $430-52.9% |