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 | Sales loads (front end and deferred);... | $56,080 |
NATIONAL FINANCIAL SERVICES7+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $325,424 | $41,647+681.4% | $96,139+238.5% | $86,799+274.9% |
| Participation rate | 84.5% | 50.2%+34.3pp | 68.4%+16.1pp | 72.3%+12.2pp |
| Annual return | 16.14% | 27.24%-11.1pp | 191.94%-175.8pp | 97.91%-81.8pp |
| Employer contribution / active EE | $12,205 | $1,318+826.3% | $2,797+336.4% | $2,405+407.4% |
| Participant deferral / active EE | $7,786 | $2,412+222.7% | $4,349+79.0% | $4,131+88.5% |
| Admin fee / account holder | $167 | $169-1.2% | $5,537-97.0% | $170-1.3% |