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 | $83,969 |
Service code 12 · EIN 13-3689044 | Float revenue; Sales loads (front end... | $68,416 |
NATIONAL FINANCIAL SERVICES9+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $58,345 | $47,126+23.8% | $149,673-61.0% | $74,419-21.6% |
| Participation rate | 65.3% | 63.4%+1.9pp | 78.8%-13.4pp | 70.7%-5.4pp |
| Annual return | 15.85% | 22.75%-6.9pp | 134.42%-118.6pp | 34.38%-18.5pp |
| Employer contribution / active EE | $0 | $1,905-100.0% | $4,818-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $3,186 | $2,728+16.8% | $5,680-43.9% | $4,528-29.6% |
| Admin fee / account holder | $211 | $343-38.4% | $13,210-98.4% | $348-39.3% |