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; Participant commu... | $63,356 |
NATIONAL FINANCIAL SERVICES6+ 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 | $299,018 | $39,948+648.5% | $89,391+234.5% | $73,409+307.3% |
| Participation rate | 84.1% | 50.4%+33.7pp | 68.0%+16.1pp | 72.2%+11.9pp |
| Annual return | 16.00% | 50.12%-34.1pp | 245.62%-229.6pp | 59.29%-43.3pp |
| Employer contribution / active EE | $9,274 | $1,200+673.0% | $2,586+258.7% | $2,234+315.2% |
| Participant deferral / active EE | $7,224 | $2,193+229.4% | $3,890+85.7% | $3,805+89.8% |
| Admin fee / account holder | $197 | $134+46.6% | $4,881-96.0% | $158+24.6% |