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 | Account maintenance fees; Shareholder... | $280 |
NATIONAL FINANCIAL SERVICES4 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 | $54,294 | $60,323-10.0% | $81,812-33.6% | $74,495-27.1% |
| Participation rate | 97.7% | 62.9%+34.8pp | 72.3%+25.3pp | 67.2%+30.5pp |
| Annual return | 20.40% | 16.90%+3.5pp | 773.79%-753.4pp | 1364.94%-1344.5pp |
| Employer contribution / active EE | $4,608 | $2,620+75.8% | $2,912+58.2% | $2,623+75.7% |
| Participant deferral / active EE | $9,681 | $3,387+185.8% | $4,319+124.2% | $4,346+122.8% |
| Admin fee / account holder | $1 | $1,486-99.9% | $7,386-100.0% | $1,942-99.9% |