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 5-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 | $484,776 |
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 | $41,037 | $56,095-26.8% | $178,490-77.0% | $90,288-54.5% |
| Participation rate | 58.0% | 65.6%-7.5pp | 81.9%-23.9pp | 73.4%-15.3pp |
| Annual return | 14.96% | 28.81%-13.9pp | 151.07%-136.1pp | 53.97%-39.0pp |
| Employer contribution / active EE | $1,053 | $1,572-33.0% | $5,011-79.0% | $2,524-58.3% |
| Participant deferral / active EE | $2,701 | $2,669+1.2% | $5,202-48.1% | $4,232-36.2% |
| Admin fee / account holder | $140 | $101+39.2% | $13,984-99.0% | $114+22.8% |