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 | $48,552 |
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 | $36,795 | $83,884-56.1% | $64,056-42.6% | $74,419-50.6% |
| Participation rate | 72.3% | 76.6%-4.3pp | 72.3%0pp | 70.7%+1.6pp |
| Annual return | 17.33% | 16.57%+0.8pp | 33.69%-16.4pp | 34.38%-17.0pp |
| Employer contribution / active EE | $2,864 | $3,084-7.1% | $2,747+4.3% | $2,637+8.6% |
| Participant deferral / active EE | $0 | $3,692-100.0% | $3,880-100.0% | $4,528-100.0% |
| Admin fee / account holder | $50 | $196-74.5% | $3,068-98.4% | $348-85.6% |