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; Claim... | $122,071 |
FIDUCIARY INVESTMENT ADVISORS4+ years Service code 28 · EIN 20-4751585 | Investment Management | $30,483 |
NATIONAL FINANCIAL SERVICES4+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $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 | $35,528 | $88,874-60.0% | $123,544-71.2% | $75,289-52.8% |
| Participation rate | 40.5% | 75.9%-35.4pp | 82.3%-41.8pp | 72.4%-31.9pp |
| Annual return | -2.52% | 4.22%-6.7pp | 119.20%-121.7pp | -0.04%-2.5pp |
| Employer contribution / active EE | $554 | $3,256-83.0% | $4,628-88.0% | $2,405-77.0% |
| Participant deferral / active EE | $2,320 | $6,174-62.4% | $6,426-63.9% | $3,739-37.9% |
| Admin fee / account holder | $143 | $95+51.5% | $9,284-98.5% | $102+40.0% |