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 |
|---|---|---|
SECURITIES AMERICA INC4 years Service code 55 · EIN 47-0648506 | Other Commissions | $59,022 |
OSAIC WEALTH INC1 year Service code 55 · EIN 93-0987232 | Other Commissions | $32,780 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$40,179 |
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 | $68,095 | $92,055-26.0% | $106,213-35.9% | $77,643-12.3% |
| Participation rate | 90.2% | 81.0%+9.2pp | 75.3%+15.0pp | 70.6%+19.7pp |
| Annual return | 15.56% | 17.91%-2.3pp | 116.14%-100.6pp | 31.24%-15.7pp |
| Employer contribution / active EE | $2,286 | $3,367-32.1% | $3,171-27.9% | $2,726-16.1% |
| Participant deferral / active EE | $4,918 | $5,386-8.7% | $5,016-2.0% | $4,647+5.8% |
| Admin fee / account holder | -$41 | $219-118.9% | $11,033-100.4% | $430-109.6% |