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 | Shareholder servicing fees; Investmen... | $4,620 |
NATIONAL FINANCIAL SERVICES4+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $53,397 | $35,485+50.5% | $74,550-28.4% | $55,725-4.2% |
| Participation rate | 36.9% | 62.5%-25.7pp | 69.1%-32.3pp | 70.9%-34.0pp |
| Annual return | -6.26% | 0.72%-7.0pp | 32.53%-38.8pp | 244.93%-251.2pp |
| Employer contribution / active EE | $192 | $777-75.4% | $1,961-90.2% | $2,078-90.8% |
| Participant deferral / active EE | $1,608 | $2,181-26.3% | $3,108-48.3% | $3,356-52.1% |
| Admin fee / account holder | $9 | $114-92.3% | $5,060-99.8% | $115-92.4% |