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 | Direct payment from the plan; Recordk... | $157,219 |
NATIONAL FINANCIAL SERVICES6+ 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 | $110,200 | $176,491-37.6% | $95,952+14.8% | $90,288+22.1% |
| Participation rate | 99.6% | 86.6%+13.1pp | 77.1%+22.6pp | 73.4%+26.3pp |
| Annual return | 14.23% | 20.14%-5.9pp | 91.61%-77.4pp | 53.97%-39.7pp |
| Employer contribution / active EE | $4,168 | $2,789+49.5% | $2,541+64.0% | $2,524+65.1% |
| Participant deferral / active EE | $4,796 | $5,340-10.2% | $4,167+15.1% | $4,232+13.3% |
| Admin fee / account holder | $58 | $154-62.2% | $6,795-99.1% | $114-49.0% |