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 | Shareholder servicing fees; Distribut... | $57,307 |
NATIONAL FINANCIAL SERVICES8+ 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $253,706 | $34,677+631.6% | $77,024+229.4% | $64,808+291.5% |
| Participation rate | 73.8% | 49.8%+24.0pp | 67.9%+5.9pp | 71.5%+2.3pp |
| Annual return | -17.31% | -5.33%-12.0pp | 42.32%-59.6pp | 32.82%-50.1pp |
| Employer contribution / active EE | $6,458 | $1,370+371.4% | $2,812+129.6% | $2,506+157.7% |
| Participant deferral / active EE | $6,880 | $2,556+169.1% | $4,426+55.4% | $4,310+59.6% |
| Admin fee / account holder | $164 | $179-8.0% | $5,425-97.0% | $188-12.6% |