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 | Recordkeeping fees; Shareholder servi... | $74,702 |
NATIONAL FINANCIAL SERVICES5+ 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 | $38,697 | $52,953-26.9% | $172,739-77.6% | $65,185-40.6% |
| Participation rate | 100.0% | 66.2%+33.8pp | 82.6%+17.4pp | 70.2%+29.8pp |
| Annual return | 19.73% | 30.12%-10.4pp | 802.84%-783.1pp | 29.38%-9.7pp |
| Employer contribution / active EE | $3,898 | $2,190+78.0% | $5,143-24.2% | $2,177+79.1% |
| Participant deferral / active EE | $4,053 | $2,471+64.1% | $5,198-22.0% | $3,514+15.4% |
| Admin fee / account holder | $114 | $472-75.8% | $13,954-99.2% | $847-86.5% |