Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 7-year trajectory for $4.99 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 fees; Distribution (12b... | $33,697 |
NATIONAL FINANCIAL SERVICES7+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,051 | $29,546-22.0% | $56,441-59.2% | $77,671-70.3% |
| Participation rate | 100.0% | 32.7%+67.3pp | 52.5%+47.5pp | 70.6%+29.4pp |
| Annual return | 11.42% | 19.01%-7.6pp | 1704.21%-1692.8pp | 31.21%-19.8pp |
| Employer contribution / active EE | $1,230 | $568+116.5% | $1,039+18.3% | $2,726-54.9% |
| Participant deferral / active EE | $3,489 | $1,061+228.9% | $1,953+78.7% | $4,648-24.9% |
| Admin fee / account holder | $35 | $1,046-96.7% | $2,829-98.8% | $430-91.9% |