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... | $82,204 |
NATIONAL FINANCIAL SERVICES5+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $273,733 | $40,522+575.5% | $84,611+223.5% | $67,579+305.1% |
| Participation rate | 81.5% | 51.1%+30.4pp | 68.2%+13.2pp | 71.3%+10.2pp |
| Annual return | 20.60% | 32.72%-12.1pp | 258.74%-238.1pp | 378.56%-358.0pp |
| Employer contribution / active EE | $6,280 | $1,146+447.9% | $2,652+136.8% | $2,148+192.4% |
| Participant deferral / active EE | $6,970 | $2,132+226.9% | $3,899+78.8% | $3,539+96.9% |
| Admin fee / account holder | $262 | $145+80.2% | $4,912-94.7% | $142+84.0% |