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... | $309,491 |
NATIONAL FINANCIAL SERVICES9+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $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 | $100,746 | $104,697-3.8% | $96,544+4.4% | $80,160+25.7% |
| Participation rate | 99.6% | 86.4%+13.3pp | 76.0%+23.7pp | 72.9%+26.7pp |
| Annual return | 16.47% | 21.78%-5.3pp | 25.84%-9.4pp | 40.38%-23.9pp |
| Employer contribution / active EE | $4,960 | $3,536+40.3% | $2,965+67.3% | $2,978+66.6% |
| Participant deferral / active EE | $5,346 | $6,188-13.6% | $4,851+10.2% | $5,017+6.5% |
| Admin fee / account holder | $102 | $107-4.3% | $8,252-98.8% | $145-29.5% |