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 ... | $104,985 |
NATIONAL FINANCIAL SERVICES3+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $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 | $86,694 | $60,545+43.2% | $92,233-6.0% | $69,631+24.5% |
| Participation rate | 92.7% | 72.2%+20.5pp | 76.5%+16.2pp | 70.7%+22.0pp |
| Annual return | 17.04% | 19.71%-2.7pp | 176.28%-159.2pp | 27571.02%-27554.0pp |
| Employer contribution / active EE | $0 | $2,633-100.0% | $3,679-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $6,016 | $2,828+112.8% | $3,897+54.4% | $3,224+86.6% |
| Admin fee / account holder | $121 | $145-16.5% | $5,194-97.7% | $110+9.5% |