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 | Finders' fees / placement fees; Sales... | $44,857 |
NATIONAL FINANCIAL SERVICES9 years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $36,189 | $89,588-59.6% | $136,007-73.4% | $77,643-53.4% |
| Participation rate | 100.0% | 74.3%+25.7pp | 76.5%+23.5pp | 70.6%+29.4pp |
| Annual return | 11.44% | 17.42%-6.0pp | 579.32%-567.9pp | 31.24%-19.8pp |
| Employer contribution / active EE | $3,122 | $3,491-10.6% | $4,217-26.0% | $2,726+14.5% |
| Participant deferral / active EE | $3,143 | $5,591-43.8% | $7,025-55.3% | $4,647-32.4% |
| Admin fee / account holder | $41 | $539-92.4% | $6,858-99.4% | $430-90.5% |