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 | $50,660 |
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 | $43,531 | $67,512-35.5% | $185,823-76.6% | $93,030-53.2% |
| Participation rate | 87.8% | 67.1%+20.7pp | 81.7%+6.1pp | 73.9%+13.9pp |
| Annual return | 15.58% | 21.04%-5.5pp | 122.05%-106.5pp | 158.70%-143.1pp |
| Employer contribution / active EE | $1,266 | $1,783-29.0% | $5,167-75.5% | $2,706-53.2% |
| Participant deferral / active EE | $3,555 | $3,035+17.1% | $5,568-36.1% | $4,562-22.1% |
| Admin fee / account holder | $20 | $318-93.7% | $16,237-99.9% | $152-86.8% |