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 | Claims processing; Sales loads (front... | $148,034 |
Service code 33 · EIN 94-3106735 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES2+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $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 | $30,630 | $37,044-17.3% | $71,796-57.3% | $57,658-46.9% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.1%+30.9pp | 70.2%+29.8pp |
| Annual return | 9.89% | 12.64%-2.8pp | 78.04%-68.1pp | 5.13%+4.8pp |
| Employer contribution / active EE | $581 | $720-19.4% | $1,924-69.8% | $1,974-70.6% |
| Participant deferral / active EE | $2,865 | $1,974+45.1% | $2,794+2.5% | $3,061-6.4% |
| Admin fee / account holder | $151 | $101+49.5% | $4,815-96.9% | $95+59.6% |