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 | Sales loads (front end and deferred);... | $292,021 |
NATIONAL FINANCIAL SERVICES8+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,510 | $130,141-28.9% | $86,677+6.7% | $77,904+18.7% |
| Participation rate | 99.1% | 85.9%+13.1pp | 76.6%+22.5pp | 73.7%+25.4pp |
| Annual return | -15.46% | -12.75%-2.7pp | 35.91%-51.4pp | 12.21%-27.7pp |
| Employer contribution / active EE | $4,652 | $3,220+44.5% | $2,836+64.0% | $2,848+63.4% |
| Participant deferral / active EE | $5,250 | $5,757-8.8% | $4,656+12.8% | $4,806+9.2% |
| Admin fee / account holder | $100 | $132-23.9% | $7,493-98.7% | $133-24.4% |