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 12 · EIN 13-3689044 | Account maintenance fees; Sales loads... | $26,312 |
NATIONAL FINANCIAL SERVICES5+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
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 | $57,605 | $72,492-20.5% | $87,100-33.9% | $72,985-21.1% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 25.72% | 24.46%+1.3pp | 28.19%-2.5pp | 81.00%-55.3pp |
| Employer contribution / active EE | $831 | $1,894-56.1% | $2,521-67.1% | $2,440-66.0% |
| Participant deferral / active EE | $4,036 | $3,270+23.4% | $4,049-0.3% | $3,607+11.9% |
| Admin fee / account holder | $178 | $5,055-96.5% | $7,497-97.6% | $5,124-96.5% |