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 | Recordkeeping and information managem... | $95,081 |
FIDUCIARY INVESTMENT ADVISORS3+ years Service code 28 · EIN 20-4751585 | Investment Management | $17,508 |
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.
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 | $39,425 | $96,458-59.1% | $136,294-71.1% | $77,958-49.4% |
| Participation rate | 31.0% | 75.4%-44.4pp | 81.9%-50.9pp | 71.6%-40.6pp |
| Annual return | 19.23% | 23.78%-4.5pp | 5155.94%-5136.7pp | 20.87%-1.6pp |
| Employer contribution / active EE | $579 | $3,144-81.6% | $4,695-87.7% | $2,310-74.9% |
| Participant deferral / active EE | $1,780 | $5,902-69.8% | $6,247-71.5% | $3,537-49.7% |
| Admin fee / account holder | $121 | $80+50.1% | $9,243-98.7% | $97+24.0% |