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 | $176,979 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $21,500 | $56,095-61.7% | $178,490-88.0% | $90,288-76.2% |
| Participation rate | 87.8% | 65.6%+22.2pp | 81.9%+5.8pp | 73.4%+14.4pp |
| Annual return | 13.16% | 28.81%-15.6pp | 151.07%-137.9pp | 53.97%-40.8pp |
| Employer contribution / active EE | $11 | $1,572-99.3% | $5,011-99.8% | $2,524-99.6% |
| Participant deferral / active EE | $3,625 | $2,669+35.8% | $5,202-30.3% | $4,232-14.4% |
| Admin fee / account holder | $38 | $101-62.0% | $13,984-99.7% | $114-66.5% |