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 5-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 | Distribution (12b-1) fees; Recordkeep... | $22,707 |
NATIONAL FINANCIAL SERVICES3+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $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 | $91,096 | $60,545+50.5% | $92,233-1.2% | $69,631+30.8% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.5%+23.5pp | 70.7%+29.3pp |
| Annual return | 18.80% | 19.71%-0.9pp | 176.28%-157.5pp | 27571.02%-27552.2pp |
| Employer contribution / active EE | $6,329 | $2,633+140.3% | $3,679+72.0% | $2,032+211.4% |
| Participant deferral / active EE | $2,803 | $2,828-0.9% | $3,897-28.1% | $3,224-13.0% |
| Admin fee / account holder | $57 | $145-60.5% | $5,194-98.9% | $110-48.2% |