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; Recordk... | $72,663 |
NATIONAL FINANCIAL SERVICES7+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $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 | $290,587 | $78,275+271.2% | $109,143+166.2% | $86,799+234.8% |
| Participation rate | 100.0% | 73.8%+26.2pp | 75.9%+24.1pp | 72.3%+27.7pp |
| Annual return | 16.87% | 19.14%-2.3pp | 25.75%-8.9pp | 97.91%-81.0pp |
| Employer contribution / active EE | $7,518 | $3,105+142.2% | $3,722+102.0% | $2,405+212.6% |
| Participant deferral / active EE | $10,554 | $3,641+189.9% | $4,653+126.8% | $4,131+155.5% |
| Admin fee / account holder | $175 | $198-12.0% | $6,752-97.4% | $170+3.0% |