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 | Recordkeeping and information managem... | $11,936 |
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 | $56,357 | $58,879-4.3% | $178,490-68.4% | $73,488-23.3% |
| Participation rate | 89.3% | 66.2%+23.1pp | 81.9%+7.4pp | 70.7%+18.6pp |
| Annual return | 21.46% | 24.86%-3.4pp | 151.07%-129.6pp | 28.51%-7.1pp |
| Employer contribution / active EE | $0 | $2,236-100.0% | $5,011-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $805 | $2,567-68.6% | $5,202-84.5% | $3,740-78.5% |
| Admin fee / account holder | $84 | $400-79.0% | $13,984-99.4% | $513-83.6% |