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 | Investment management; Claims process... | $75,983 |
NATIONAL FINANCIAL SERVICES5+ 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 | $240,569 | $66,601+261.2% | $92,893+159.0% | $67,579+256.0% |
| Participation rate | 98.7% | 72.5%+26.2pp | 76.0%+22.6pp | 71.3%+27.4pp |
| Annual return | 137.00% | 92.58%+44.4pp | 109.41%+27.6pp | 378.56%-241.6pp |
| Employer contribution / active EE | $3,581 | $2,775+29.0% | $3,653-2.0% | $2,148+66.7% |
| Participant deferral / active EE | $8,866 | $3,157+180.9% | $4,236+109.3% | $3,539+150.5% |
| Admin fee / account holder | $197 | $199-1.0% | $5,794-96.6% | $142+38.3% |