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 21 · EIN 39-0394950 | Bank Trustee | $80,553 |
Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
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 | $114,293 | $50,956+124.3% | $96,562+18.4% | $86,799+31.7% |
| Participation rate | 68.2% | 65.2%+3.0pp | 69.8%-1.6pp | 72.3%-4.0pp |
| Annual return | 17.81% | 21.27%-3.5pp | 37.78%-20.0pp | 97.91%-80.1pp |
| Employer contribution / active EE | $1,008 | $1,111-9.2% | $2,356-57.2% | $2,405-58.1% |
| Participant deferral / active EE | $3,969 | $2,954+34.3% | $3,849+3.1% | $4,131-3.9% |
| Admin fee / account holder | $299 | $166+80.4% | $6,181-95.2% | $170+76.6% |