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 | Direct payment from the plan; Float r... | $49,549 |
NATIONAL FINANCIAL SERVICES6+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $267,321 | $91,517+192.1% | $101,248+164.0% | $73,409+264.2% |
| Participation rate | 99.3% | 73.8%+25.6pp | 75.8%+23.5pp | 72.2%+27.2pp |
| Annual return | 16.46% | 17.17%-0.7pp | 46.47%-30.0pp | 59.29%-42.8pp |
| Employer contribution / active EE | $7,384 | $2,877+156.7% | $3,660+101.8% | $2,234+230.6% |
| Participant deferral / active EE | $10,243 | $3,338+206.8% | $4,370+134.4% | $3,805+169.2% |
| Admin fee / account holder | $122 | $216-43.3% | $5,945-97.9% | $158-22.5% |