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 | Investment management; Finders' fees ... | $170,193 |
NATIONAL FINANCIAL SERVICES5+ 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 | $103,774 | $105,247-1.4% | $87,100+19.1% | $77,787+33.4% |
| Participation rate | 96.2% | 85.8%+10.4pp | 76.9%+19.4pp | 73.2%+23.0pp |
| Annual return | 20.55% | 24.52%-4.0pp | 28.19%-7.6pp | 32.57%-12.0pp |
| Employer contribution / active EE | $4,197 | $2,895+45.0% | $2,521+66.5% | $2,504+67.6% |
| Participant deferral / active EE | $4,813 | $5,060-4.9% | $4,049+18.9% | $3,967+21.3% |
| Admin fee / account holder | $64 | $104-38.8% | $7,497-99.1% | $100-36.1% |