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 | $62,083 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,122 | $83,884-48.6% | $64,056-32.7% | $74,419-42.1% |
| Participation rate | 69.1% | 76.6%-7.5pp | 72.3%-3.2pp | 70.7%-1.6pp |
| Annual return | 16.66% | 16.57%+0.1pp | 33.69%-17.0pp | 34.38%-17.7pp |
| Employer contribution / active EE | $0 | $3,084-100.0% | $2,747-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $3,602 | $3,692-2.4% | $3,880-7.2% | $4,528-20.5% |
| Admin fee / account holder | $55 | $196-71.8% | $3,068-98.2% | $348-84.1% |