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 | Account maintenance fees; Participant... | $4,437 |
NATIONAL FINANCIAL SERVICES5+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $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 | $63,802 | $40,174+58.8% | $84,015-24.1% | $67,579-5.6% |
| Participation rate | 37.7% | 62.7%-25.0pp | 69.0%-31.3pp | 71.3%-33.6pp |
| Annual return | 24.36% | 25.82%-1.5pp | 71.31%-46.9pp | 378.56%-354.2pp |
| Employer contribution / active EE | $233 | $808-71.1% | $1,983-88.2% | $2,148-89.1% |
| Participant deferral / active EE | $1,733 | $2,301-24.7% | $3,239-46.5% | $3,539-51.0% |
| Admin fee / account holder | $8 | $128-93.6% | $6,101-99.9% | $142-94.2% |