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 | Sales loads (front end and deferred);... | $27,239 |
NATIONAL FINANCIAL SERVICES6+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
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 | $64,998 | $78,422-17.1% | $95,952-32.3% | $79,858-18.6% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 14.68% | 19.37%-4.7pp | 91.61%-76.9pp | 31.71%-17.0pp |
| Employer contribution / active EE | $1,520 | $1,945-21.9% | $2,541-40.2% | $2,471-38.5% |
| Participant deferral / active EE | $4,658 | $3,440+35.4% | $4,167+11.8% | $3,740+24.6% |
| Admin fee / account holder | $180 | $5,622-96.8% | $6,795-97.3% | $5,306-96.6% |