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; Direc... | $57,857 |
NATIONAL FINANCIAL SERVICES1+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $110,749 | $50,498+119.3% | $75,781+46.1% | $55,191+100.7% |
| Participation rate | 93.5% | 69.4%+24.1pp | 75.8%+17.7pp | 69.2%+24.4pp |
| Annual return | 0.49% | 1.80%-1.3pp | 9.68%-9.2pp | 10.78%-10.3pp |
| Employer contribution / active EE | $0 | $2,291-100.0% | $3,323-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $4,913 | $2,589+89.7% | $3,651+34.5% | $3,046+61.3% |
| Admin fee / account holder | $184 | $123+49.8% | $5,299-96.5% | $91+103.0% |