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 | Investment management; Finders' fees ... | $97,333 |
NATIONAL FINANCIAL SERVICES7+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
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 | $69,288 | $50,458+37.3% | $159,960-56.7% | $64,808+6.9% |
| Participation rate | 95.7% | 68.0%+27.7pp | 78.0%+17.7pp | 71.5%+24.2pp |
| Annual return | -14.62% | -13.42%-1.2pp | 408.60%-423.2pp | 32.82%-47.4pp |
| Employer contribution / active EE | $5,549 | $1,722+222.2% | $4,226+31.3% | $2,506+121.4% |
| Participant deferral / active EE | $11,440 | $4,004+185.7% | $6,182+85.0% | $4,310+165.4% |
| Admin fee / account holder | $117 | $706-83.5% | $8,698-98.7% | $188-37.9% |