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... | $41,661 |
NATIONAL FINANCIAL SERVICES5+ 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 | $54,220 | $95,776-43.4% | $162,163-66.6% | $77,787-30.3% |
| Participation rate | 100.0% | 88.6%+11.4pp | 87.6%+12.4pp | 73.2%+26.8pp |
| Annual return | 24.46% | 37.03%-12.6pp | 115.59%-91.1pp | 32.57%-8.1pp |
| Employer contribution / active EE | $3,298 | $3,874-14.9% | $5,614-41.2% | $2,504+31.7% |
| Participant deferral / active EE | $4,170 | $6,125-31.9% | $7,298-42.9% | $3,967+5.1% |
| Admin fee / account holder | $28 | $88-67.9% | $10,843-99.7% | $100-71.9% |