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 6-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 |
|---|---|---|
BENEFIT TRUST COMPANY1 year Service code 18 · EIN 43-1971558 | Custodial (securities); Custodial (ot... | $5,901 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $21,599 | $56,638-61.9% | $169,368-87.2% | $74,419-71.0% |
| Participation rate | 42.5% | 67.5%-25.0pp | 77.1%-34.6pp | 70.7%-28.2pp |
| Annual return | 24.98% | 24.75%+0.2pp | 405.60%-380.6pp | 34.38%-9.4pp |
| Employer contribution / active EE | $1,263 | $2,027-37.7% | $4,013-68.5% | $2,637-52.1% |
| Participant deferral / active EE | $2,019 | $4,223-52.2% | $6,221-67.5% | $4,528-55.4% |
| Admin fee / account holder | $7 | $307-97.6% | $9,003-99.9% | $348-97.9% |