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 15 · EIN 01-0233346 | Recordkeeping | $150 |
CARY STREET PARTNERS INVESTMENT2+ years Filed as: CARY STREET PARTNERS LLC Service code 19 · EIN 32-0007529 | Securities Custodian | $0 |
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 | $114,233 | $63,299+80.5% | $91,001+25.5% | $62,292+83.4% |
| Participation rate | 100.0% | 73.3%+26.7pp | 75.6%+24.4pp | 69.5%+30.5pp |
| Annual return | 14.12% | 20.99%-6.9pp | 4.60%+9.5pp | 28.90%-14.8pp |
| Employer contribution / active EE | $7,091 | $1,807+292.5% | $2,456+188.8% | $2,042+247.2% |
| Participant deferral / active EE | $2,775 | $2,943-5.7% | $3,547-21.8% | $3,169-12.4% |
| Admin fee / account holder | $7 | $468-98.4% | $5,417-99.9% | $479-98.5% |