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 | Distribution (12b-1) fees; Float reve... | $126,174 |
NATIONAL FINANCIAL SERVICES7+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $47,990 | $56,485-15.0% | $185,823-74.2% | $86,799-44.7% |
| Participation rate | 81.4% | 65.5%+15.9pp | 81.7%-0.3pp | 72.3%+9.1pp |
| Annual return | 12.97% | 118.04%-105.1pp | 122.05%-109.1pp | 97.91%-84.9pp |
| Employer contribution / active EE | $1,041 | $1,843-43.5% | $5,167-79.9% | $2,405-56.7% |
| Participant deferral / active EE | $3,303 | $2,553+29.4% | $5,568-40.7% | $4,131-20.1% |
| Admin fee / account holder | $155 | $150+3.9% | $16,237-99.0% | $170-8.4% |