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 | Claims processing; Shareholder servic... | $34,029 |
NATIONAL FINANCIAL SERVICES7+ 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 | $73,095 | $86,286-15.3% | $111,297-34.3% | $85,850-14.9% |
| Participation rate | 100.0% | 73.3%+26.7pp | 77.3%+22.7pp | 69.3%+30.7pp |
| Annual return | 17.55% | 19.99%-2.4pp | 54.65%-37.1pp | 318.53%-301.0pp |
| Employer contribution / active EE | $1,029 | $2,043-49.6% | $2,731-62.3% | $2,565-59.9% |
| Participant deferral / active EE | $3,263 | $3,641-10.4% | $4,487-27.3% | $3,952-17.4% |
| Admin fee / account holder | $225 | $8,188-97.2% | $7,964-97.2% | $6,260-96.4% |