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 16 · EIN 47-1411118 | Consulting | $62,290 |
Service code 12 · EIN 13-3689044 | Distribution (12b-1) fees; Sales load... | $53,001 |
Service code 16 · EIN 32-2552359 | Consulting | $18,038 |
NATIONAL FINANCIAL SERVICES5+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $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 | $45,695 | $62,928-27.4% | $172,739-73.5% | $67,579-32.4% |
| Participation rate | 73.3% | 64.5%+8.8pp | 82.6%-9.3pp | 71.3%+2.0pp |
| Annual return | 22.28% | 30.36%-8.1pp | 802.84%-780.6pp | 378.56%-356.3pp |
| Employer contribution / active EE | $1,929 | $1,636+17.9% | $5,143-62.5% | $2,148-10.2% |
| Participant deferral / active EE | $2,789 | $2,145+30.0% | $5,198-46.3% | $3,539-21.2% |
| Admin fee / account holder | $140 | $167-16.0% | $13,954-99.0% | $142-1.7% |