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 | $31,583 |
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 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 | $18,276 | $37,117-50.8% | $147,614-87.6% | $55,191-66.9% |
| Participation rate | 39.3% | 63.6%-24.3pp | 84.6%-45.3pp | 69.2%-29.8pp |
| Annual return | -0.41% | 3.44%-3.9pp | 61.98%-62.4pp | 10.78%-11.2pp |
| Employer contribution / active EE | $529 | $1,620-67.4% | $5,564-90.5% | $1,899-72.2% |
| Participant deferral / active EE | $1,052 | $1,985-47.0% | $4,895-78.5% | $3,046-65.5% |
| Admin fee / account holder | $80 | $86-7.0% | $11,611-99.3% | $91-12.4% |