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 9-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 | Shareholder servicing fees; Participa... | $77,104 |
NATIONAL FINANCIAL SERVICES1+ 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 | $94,760 | $85,635+10.7% | $123,892-23.5% | $63,975+48.1% |
| Participation rate | 100.0% | 74.9%+25.1pp | 81.4%+18.6pp | 71.1%+28.9pp |
| Annual return | 25.68% | 15.74%+9.9pp | 47.52%-21.8pp | 48.65%-23.0pp |
| Employer contribution / active EE | $2,230 | $3,076-27.5% | $4,617-51.7% | $2,182+2.2% |
| Participant deferral / active EE | $6,202 | $5,667+9.5% | $5,984+3.6% | $3,356+84.8% |
| Admin fee / account holder | $45 | $75-40.1% | $8,357-99.5% | $70-36.3% |