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 7-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 | Participant communication; Float reve... | $422,812 |
Service code 10 · EIN 52-1743645 | Accounting | $22,005 |
NATIONAL FINANCIAL SERVICES7+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $17,229 | $58,644-70.6% | $177,989-90.3% | $199,593-91.4% |
| Participation rate | 99.7% | 65.5%+34.2pp | 77.1%+22.6pp | 72.0%+27.7pp |
| Annual return | 13.19% | 19.25%-6.1pp | 294.48%-281.3pp | 34.25%-21.1pp |
| Employer contribution / active EE | $533 | $1,801-70.4% | $3,949-86.5% | $3,034-82.4% |
| Participant deferral / active EE | $2,402 | $4,248-43.5% | $6,276-61.7% | $5,087-52.8% |
| Admin fee / account holder | $74 | $145-48.9% | $10,363-99.3% | $269-72.3% |