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 | Investment management; Finders' fees ... | $61,842 |
Filed as: FIRST SOUTHEAST 401(K) FIDUCIARIES, Service code 16 · EIN 27-1803704 | Consulting | $18,753 |
NATIONAL FINANCIAL SERVICES3+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $55,967 | $28,416+97.0% | $73,545-23.9% | $69,631-19.6% |
| Participation rate | 65.7% | 38.3%+27.4pp | 54.9%+10.8pp | 70.7%-5.0pp |
| Annual return | 16.77% | -694.13%+710.9pp | -15.16%+31.9pp | 27571.02%-27554.3pp |
| Employer contribution / active EE | $296 | $430-31.2% | $1,219-75.7% | $2,032-85.4% |
| Participant deferral / active EE | $1,801 | $897+100.8% | $1,806-0.3% | $3,224-44.1% |
| Admin fee / account holder | $302 | $104+189.3% | $2,320-87.0% | $110+173.3% |