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 | $180,433 |
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 | $23,619 | $67,512-65.0% | $185,823-87.3% | $93,030-74.6% |
| Participation rate | 95.2% | 67.1%+28.1pp | 81.7%+13.5pp | 73.9%+21.3pp |
| Annual return | 15.58% | 21.04%-5.5pp | 122.05%-106.5pp | 158.70%-143.1pp |
| Employer contribution / active EE | $0 | $1,783-100.0% | $5,167-100.0% | $2,706-100.0% |
| Participant deferral / active EE | $3,714 | $3,035+22.3% | $5,568-33.3% | $4,562-18.6% |
| Admin fee / account holder | $47 | $318-85.1% | $16,237-99.7% | $152-68.8% |