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 16 · EIN 04-2670968 | Consulting | $35,000 |
Service code 12 · EIN 13-3689044 | Recordkeeping fees; Recordkeeping and... | $26,041 |
NATIONAL FINANCIAL SERVICES8+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
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 | $81,164 | $82,202-1.3% | $125,339-35.2% | $64,808+25.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 82.4%+17.6pp | 71.5%+28.5pp |
| Annual return | -15.02% | 3.48%-18.5pp | 572.05%-587.1pp | 32.82%-47.8pp |
| Employer contribution / active EE | $1,806 | $3,615-50.1% | $4,814-62.5% | $2,506-27.9% |
| Participant deferral / active EE | $5,414 | $7,175-24.5% | $7,446-27.3% | $4,310+25.6% |
| Admin fee / account holder | $133 | $163-18.5% | $10,010-98.7% | $188-29.2% |