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 | Claims processing; Float revenue; Par... | $85,453 |
NATIONAL FINANCIAL SERVICES9+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $281,402 | $40,385+596.8% | $80,569+249.3% | $74,419+278.1% |
| Participation rate | 65.4% | 47.4%+18.0pp | 67.0%-1.6pp | 70.7%-5.3pp |
| Annual return | 19.03% | 164.85%-145.8pp | 935.43%-916.4pp | 34.38%-15.3pp |
| Employer contribution / active EE | $10,405 | $1,496+595.4% | $2,723+282.0% | $2,637+294.5% |
| Participant deferral / active EE | $6,316 | $2,674+136.2% | $4,447+42.0% | $4,528+39.5% |
| Admin fee / account holder | $228 | $720-68.3% | $5,377-95.8% | $348-34.3% |