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 9-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 | $170,889 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO Service code 18 · EIN 74-1625348 | Recordkeeping fees; Other fees; Produ... | $1,308 |
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $220 |
Plan reported corrective distributions (failed ADP/ACP testing).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $29,021 | $56,095-48.3% | $178,490-83.7% | $90,288-67.9% |
| Participation rate | 93.2% | 65.6%+27.7pp | 81.9%+11.3pp | 73.4%+19.9pp |
| Annual return | 21.11% | 28.81%-7.7pp | 151.07%-130.0pp | 53.97%-32.9pp |
| Employer contribution / active EE | $0 | $1,572-100.0% | $5,011-100.0% | $2,524-100.0% |
| Participant deferral / active EE | $0 | $2,669-100.0% | $5,202-100.0% | $4,232-100.0% |
| Admin fee / account holder | $59 | $101-41.0% | $13,984-99.6% | $114-48.0% |