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 | Participant loan processing; Recordke... | $202,333 |
Service code 16 · EIN 26-4310632 | Consulting | $104,366 |
Service code 33 · EIN 25-1409618 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES3+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $43,805 | $38,833+12.8% | $78,778-44.4% | $77,958-43.8% |
| Participation rate | 70.8% | 60.9%+9.8pp | 69.2%+1.6pp | 71.6%-0.9pp |
| Annual return | 16.24% | 20.31%-4.1pp | 35.62%-19.4pp | 20.87%-4.6pp |
| Employer contribution / active EE | $0 | $840-100.0% | $1,986-100.0% | $2,310-100.0% |
| Participant deferral / active EE | $3,165 | $1,776+78.2% | $2,958+7.0% | $3,537-10.5% |
| Admin fee / account holder | $276 | $89+210.1% | $5,134-94.6% | $97+183.5% |