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 fees; Participant commu... | $2,953 |
NATIONAL FINANCIAL SERVICES6+ 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,317 | $64,286+10.9% | $90,951-21.6% | $73,409-2.9% |
| Participation rate | 53.8% | 63.6%-9.8pp | 69.0%-15.2pp | 72.2%-18.4pp |
| Annual return | 16.96% | 21.45%-4.5pp | 134.60%-117.6pp | 59.29%-42.3pp |
| Employer contribution / active EE | $354 | $895-60.4% | $2,122-83.3% | $2,234-84.1% |
| Participant deferral / active EE | $2,595 | $2,453+5.8% | $3,373-23.1% | $3,805-31.8% |
| Admin fee / account holder | $5 | $287-98.2% | $5,959-99.9% | $158-96.6% |