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 9-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 | Sales loads (front end and deferred);... | $70,962 |
NATIONAL FINANCIAL SERVICES3+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $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 | $56,817 | $42,810+32.7% | $169,463-66.5% | $55,725+2.0% |
| Participation rate | 97.7% | 64.7%+32.9pp | 77.8%+19.9pp | 70.9%+26.8pp |
| Annual return | -6.60% | -3.61%-3.0pp | 1.83%-8.4pp | 244.93%-251.5pp |
| Employer contribution / active EE | $3,748 | $1,402+167.3% | $4,159-9.9% | $2,078+80.3% |
| Participant deferral / active EE | $7,625 | $3,141+142.7% | $5,277+44.5% | $3,356+127.2% |
| Admin fee / account holder | $116 | $106+8.9% | $9,109-98.7% | $115+0.7% |