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 | Finders' fees / placement fees; Direc... | $30,405 |
NATIONAL FINANCIAL SERVICES4+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $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 | $50,502 | $82,546-38.8% | $140,016-63.9% | $75,289-32.9% |
| Participation rate | 99.1% | 88.4%+10.8pp | 87.5%+11.7pp | 72.4%+26.7pp |
| Annual return | -3.94% | -0.36%-3.6pp | 651.12%-655.1pp | -0.04%-3.9pp |
| Employer contribution / active EE | $3,468 | $3,856-10.1% | $5,606-38.1% | $2,405+44.2% |
| Participant deferral / active EE | $4,279 | $5,731-25.3% | $6,927-38.2% | $3,739+14.4% |
| Admin fee / account holder | $25 | $86-70.9% | $10,705-99.8% | $102-75.6% |