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 | $49,353 |
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 | $33,357 | $45,000-25.9% | $143,757-76.8% | $77,904-57.2% |
| Participation rate | 89.8% | 66.8%+23.0pp | 80.3%+9.5pp | 73.7%+16.1pp |
| Annual return | -13.91% | 29.03%-42.9pp | -0.04%-13.9pp | 12.21%-26.1pp |
| Employer contribution / active EE | $1,236 | $1,870-33.9% | $4,951-75.0% | $2,848-56.6% |
| Participant deferral / active EE | $3,504 | $3,157+11.0% | $5,637-37.8% | $4,806-27.1% |
| Admin fee / account holder | $16 | $98-83.4% | $14,673-99.9% | $133-87.6% |