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 | $54,566 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $26,432 | $95,542-72.3% | $69,455-61.9% | $67,579-60.9% |
| Participation rate | 96.3% | 79.4%+17.0pp | 74.6%+21.7pp | 71.3%+25.0pp |
| Annual return | 21.16% | 17.67%+3.5pp | 28.97%-7.8pp | 378.56%-357.4pp |
| Employer contribution / active EE | $3,573 | $2,989+19.6% | $2,779+28.6% | $2,148+66.4% |
| Participant deferral / active EE | $0 | $3,263-100.0% | $3,535-100.0% | $3,539-100.0% |
| Admin fee / account holder | $52 | $90-42.6% | $3,839-98.7% | $142-63.8% |