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 | Direct payment from the plan; Claims ... | $97,903 |
NATIONAL FINANCIAL SERVICES8+ 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 | $85,307 | $56,638+50.6% | $169,368-49.6% | $74,419+14.6% |
| Participation rate | 96.6% | 67.5%+29.1pp | 77.1%+19.4pp | 70.7%+25.9pp |
| Annual return | 17.90% | 24.75%-6.9pp | 405.60%-387.7pp | 34.38%-16.5pp |
| Employer contribution / active EE | $5,069 | $2,027+150.1% | $4,013+26.3% | $2,637+92.2% |
| Participant deferral / active EE | $11,370 | $4,223+169.2% | $6,221+82.8% | $4,528+151.1% |
| Admin fee / account holder | $122 | $307-60.1% | $9,003-98.6% | $348-64.9% |