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 | $312,945 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $45,115 | $45,000+0.3% | $143,757-68.6% | $77,904-42.1% |
| Participation rate | 53.7% | 66.8%-13.1pp | 80.3%-26.6pp | 73.7%-19.9pp |
| Annual return | -17.53% | 29.03%-46.6pp | -0.04%-17.5pp | 12.21%-29.7pp |
| Employer contribution / active EE | $700 | $1,870-62.6% | $4,951-85.9% | $2,848-75.4% |
| Participant deferral / active EE | $2,888 | $3,157-8.5% | $5,637-48.8% | $4,806-39.9% |
| Admin fee / account holder | $140 | $98+42.2% | $14,673-99.0% | $133+5.6% |