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 | $37,677 |
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 | $57,445 | $43,423+32.3% | $78,689-27.0% | $55,167+4.1% |
| Participation rate | 98.9% | 68.0%+30.9pp | 73.6%+25.4pp | 69.0%+29.9pp |
| Annual return | 7.80% | 11.53%-3.7pp | 62.18%-54.4pp | 169.23%-161.4pp |
| Employer contribution / active EE | $2,397 | $1,997+20.1% | $2,851-15.9% | $1,963+22.2% |
| Participant deferral / active EE | $3,474 | $2,509+38.5% | $3,517-1.2% | $3,054+13.8% |
| Admin fee / account holder | $193 | $416-53.5% | $4,510-95.7% | $504-61.6% |