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 74-1625348 | Securities Custodian | $20,423 |
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 | $25,741 | $47,126-45.4% | $149,673-82.8% | $74,419-65.4% |
| Participation rate | 61.4% | 63.4%-2.0pp | 78.8%-17.4pp | 70.7%-9.4pp |
| Annual return | 14.05% | 22.75%-8.7pp | 134.42%-120.4pp | 34.38%-20.3pp |
| Employer contribution / active EE | $622 | $1,905-67.4% | $4,818-87.1% | $2,637-76.4% |
| Participant deferral / active EE | $3,087 | $2,728+13.2% | $5,680-45.7% | $4,528-31.8% |
| Admin fee / account holder | $60 | $343-82.5% | $13,210-99.5% | $348-82.8% |