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 21 · EIN 66-0561870 | Bank Trustee | $29,647 |
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 | $51,176 | $41,854+22.3% | $73,843-30.7% | $52,331-2.2% |
| Participation rate | 98.4% | 66.2%+32.2pp | 73.4%+25.0pp | 68.1%+30.3pp |
| Annual return | -1.40% | 2.11%-3.5pp | 2267.84%-2269.2pp | 4.54%-5.9pp |
| Employer contribution / active EE | $2,298 | $1,920+19.7% | $2,787-17.6% | $1,882+22.1% |
| Participant deferral / active EE | $3,206 | $2,498+28.3% | $3,583-10.5% | $3,022+6.1% |
| Admin fee / account holder | $125 | $493-74.6% | $4,880-97.4% | $592-78.9% |