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 | $89,238 |
Service code 12 · EIN 13-3689044 | Investment management; Finders' fees ... | $64,802 |
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 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 | $48,531 | $52,293-7.2% | $178,490-72.8% | $73,409-33.9% |
| Participation rate | 76.9% | 65.3%+11.6pp | 81.9%-5.0pp | 72.2%+4.7pp |
| Annual return | 16.42% | 34.75%-18.3pp | 151.07%-134.6pp | 59.29%-42.9pp |
| Employer contribution / active EE | $2,346 | $1,735+35.2% | $5,011-53.2% | $2,234+5.0% |
| Participant deferral / active EE | $3,471 | $2,332+48.8% | $5,202-33.3% | $3,805-8.8% |
| Admin fee / account holder | $144 | $127+12.8% | $13,984-99.0% | $158-9.0% |